Reporting Overview

Each module in Clarifi produces its own, unique data, and as a part of Clarifi Foundation, the Reporting module hosts all of that data and allows you to configure customized dashboards and view, schedule, and print module-specific reports with business-specific key performance indicators (KPIs).  There are three tabs that make up the module.

• Dashboards
• Manager
• Saved

 

Dashboards Tab

The default landing tab is Dashboards. A dropdown allows you to select which dashboard to display. When dashboards are created, you will need to select one as the default; this will be the dashboard that displays by default when you access the page.

 

Regardless of which dashboard you're viewing, the ACTIONS button allows you to:

• Save the dashboard to the Saved tab
• Add another tile to the current view
• Access the current dashboard's settings
• Delete a dashboard

 

Each tile on your dashboard can can be personalized by clicking the pencil in the upper, right-hand corner.

 

To create a customized dashboard, click ADD A DASHBOARD and assign it a name on the following modal. Use the "Set as Default Dashboard" toggle to display this new dashboard by default upon logging in each time.

 

When you click ADD DASHBOARD, the page will reload and take you to the current default. If your new dashboard is not set as the default, you will need to navigate to it from the dropdown before you're able to add tiles. Once there, click ADD A TILE.

 

The Add Tile to Dashboard modal allows you to select available tiles from a dropdown. If you wish to add more than one tile to a dashboard, you will have to select the ADD A TILE option from the Actions button.

Manager Tab

The Manager tab is where module-specific reports live.  From this tab, you're able to use the filter (A) to find the report you're looking for easier. Each report's card will display the name of the report (B), the module it's for (C), and a short description (D). The modules your company has access to will determine which reports are available.  To view if a report has an active schedule, click the carrot to on the right to expand the card.

 

Running Reports

To view the contents of a report, click the report's name. This will bring you to the template for that report. Because each report displays different information, they all have different dashboards. Each dashboard, however, will contain the following:

• (A) The report's name
• (B) An Actions and Schedule button
• (C) A Store dropdown
• (D) A Reports Period dropdown
• (E) A Run button to populate the dashboard with information pertaining to the Store and Reports Period selected

 

When viewing a report for the first time, it's important to select a Report Period. Otherwise, the contents of the report will be blank and the Action button will be disabled.

Once a Report Period is selected for a specific store, the Actions button allows you to print or download the report. 

Scheduling a Report

The Schedule button allows you to easily schedule the report to generate on a recurring basis.  The first step is to select the store for the report's data.

 

Next, you'll need to select a Report Period. A Report Period for a scheduled report is relative to the generated date. In other words, if your report is generated daily, and you select "Yesterday," the report will display the previous day's data.

 

The final step is to select a schedule and an occurrence.  In other words, how often do you want the report to be generated?  Every hour?  Once a month?  If you select Daily, Weekly, or Monthly, you will need to specify the time of day and timezone the report will be generated in addition to the day of the week (if you select Weekly) or the day of the month (if you select Monthly).

 

 Saved Tab

Every time a report is generated (whether you run it in real time or have it scheduled to run) it will be deposited in the Saved tab.  From here, depending on the report, you are able to view, download, and/or delete the reports.