Reports are a great way to retrieve information on the various modules your company has purchased. This article will go over how to run a report. For a full write-up on the Reports tool, click HERE to visit the Reports Overview article.
From the Manager 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.
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.