Overview
This article will explain how to create custom reports with specific data on the dashboard. Read this article to learn more about how you can create, download and edit your own reports.
What are reports?
The Reports feature on the dashboard allows you to download specific data into a CSV file. You can create repeat reports on your employees, rotas, deliveries and more. Below is an example of reports you can create. Read this guide to learn how to create your own reports.
How to Create a Report
Please follow the steps provided below to learn how you can create a report:
On the dashboard, navigate to Reports
Click New Report in the top right corner
Select the option you would like to generate the report for
Click Save to create your report
How to Download a Report
Please follow the steps provided below to learn how you can download a report:
On the dashboard, navigate to Reports
Click on the report you would like to download
Click Run Report
How to Edit Reports
Please follow the steps provided below to learn how you can edit a report:
On the dashboard, navigate to Reports
Click the three dots next to the report you would like to edit
Click the Edit dropdown
Make the relevant changes to your report
Click Save to update
How to set up Scheduled Reports
If you would like to repeat your reports so they will be created every week, month or year, read the guide below.
On the dashboard, navigate to Reports
Click New Report
Select the report you would like to create
Click the Schedule field
Set a date range
Specify how often you would like to receive the report
Choose a time to receive the report in the day
Choose the staff you would like to receive the report
Click Save
