Overview
This article will explain the Reports feature within your Custr dashboard, including how to create custom reports with data from the Custr dashboard. It also covers how to schedule reports to be received by staff.
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
How to Create a Report
To create a report, follow the steps below:
On your dashboard, navigate to Reports
Click + New Report
Select the report you would like
Edit columns if necessary
Click Save
How to Generate a Report
To generate a report, follow the steps below:
On the dashboard, navigate to Reports
Click on the report you would like to download
Click Run Report
How to Edit Reports
To edit a report, follow the steps below:
On the dashboard, navigate to Reports
Click the three dots next to the report you would like to edit
Click Edit
Make your changes and click Save
How to set up Scheduled Reports
The Custr dashboard allows you to schedule reports to be created every day, week, month or year. To do this follow the steps below:
On your dashboard, navigate to Reports
Click + New Report
Select the report you would like
Edit columns if necessary
Tick Schedule
Enter date range, frequency and time
Enter the staff member you would like to receive the reports
Click Save
