The New Reports Module gives you an interactive way to explore your business data in real time. Instead of relying solely on static report outputs, you can analyze trends, filter information, and drill into the details that matter most to your operation. This flexible reporting experience puts meaningful insights at your fingertips, helping you make confident, data-driven decisions whenever you need them.
Important Information
- All packages will receive the full library of reports.
- All Reports are located in the Reporting Module for quick and easy access.
- Favorite Reports section is available once the first report has been marked as a favorite.
- For more information on what reports are available, please see Available Reports.
- For more information on converting old reports to new, please see Reports Conversion Guide.
Table of Contents
- Important Information
- Using Reports
- Filters Overview
- Adding Filters
- Widgets Overview
- Drill Down in Widgets
- Tables Overview
- Exporting Reports
- Related Articles
Using Reports
- New Reports gives you the flexibility to work with your company data in real time.
- Key analytics and totals now appear at the top of the screen in widgets, with the most important information displayed in the top-left area and additional analysis available on the top-right.
- Use these widgets to sort, filter, compare, and drill into your data so you can find answers quickly.
Example: If a report includes a total, you’ll now see that number in the top-left widget instead of buried at the end of a report.
Navigate to Reporting and select the appropriate Report Category.
1. Select the appropriate Report.
Note: Reports all function in the same way. This article will use Active Customers as the example.
a. Clicking the heart will set this report as a favorite.
Note: Once the first report has been set as a favorite, you will see the Favorite Reports section in the module panel.
b. Clicking the Export icon will open a pop-up allowing you to make your exporting selections.
Note: See Exporting Reports for more information on exporting.
c. The Settings icon will open a pop-up allowing you to select who can view this report. Save your selection.
Filters Overview
a. Personalized Version indicates you have made selections to customize your widgets.
b. This button will return you to the default version of the dashboard.
c. The back button takes you to the previous filter settings.
d. The forward button takes you to the filter selected after the one you are currently viewing.
e. Clicking this will allow you to see Hidden Items.
f. Clicking Discard Changes will reverse any selections you have made.
g. Save Changes will save your save your filter selections for the next time you view this report.
h. Predefined Filters are located across the top of the report. These are the most common filters for interacting with on a particular report.
I. This allows you to select whether the filter is set to Equals or Does not equal.
Note: This option is found on text selections.
j. The dropdown for each filter allows you to select the desired option.
k. This dropdown allows you to select an inclusion option for the date range.
Note: This option is found on date selections.
l. Filter Side Panel
Adding Filters
1. Click the Plus button in the Filter Side Panel.
2. Select the Filter.
3. Fill in the appropriate details.
Note: Each Filter will have unique fields and dropdowns to fill out or select from.
a. This dropdown allows you to select a different Filter, if desired.
4. Click Apply.
Widgets Overview
- Widgets appear at the top of the report and provide real-time analytics.
- Each cell is its own widget, and tooltips display additional information as you hover over them.
- Widgets are fully interactive - you can sort, filter, compare, and drill into the data they display. The most important analytics appear in the top-left section, while additional analysis appears on the top-right.
- If a report includes totals, those values now appear in the top-left widgets instead of at the end of a traditional report.
- Some options shown may appear differently as each Widget is unique.
a. Column Settings - This allows you to select categories.
b. Sorting - This allows you to chose how you would like your categories sorted, either ascending or descending alphabetically.
c. Chart Selection - This allows you to change the style of chart displaying your information.
Note: Customization options are designed to work within each widget’s layout. For example, if a widget is built as a single chart, its customization tools will support that format rather than converting it into a double chart.
Drill Down in Widgets
1. Click on the chart.
2. Select Drill into.
3. Select the option.
Note: The Widget will then update with the detailed information.
Tables Overview
- Tables provide detailed, row-level information that supports the data shown in the Widgets.
- Include sorting options and the ability to add additional columns.
- Tables serve as the informational foundation of the report, giving you the data behind the analytics.
a. Sorting - This allows you to select how you would like the information in the table displayed.
b. Select Columns - This allows you to customize the table by selecting the columns shown.
Exporting Reports
- Exporting gives you a quick way to save or share the information you see on your screen.
- You can download a PDF version of the report, which captures the current view just like a screenshot.
- For the most complete set of data, simply open the full report before exporting to ensure all details are included in your export.
1. Click the Download icon.
2. Enter a File Name.
3. Select the file type.
Note: Export options include CSV-Summary, Excel, or PDF.
4. Select the Export Type.
Note: Options include Chart/Metric, or Full Dashboard.
5. Click Export.
