Manage offers several standard reports: over two dozen on the “Reports” navigation and another 16 via Billing > Reports if enabled.
Those reports expose a lot of data and reveal numerous insights into your operations.
But you can’t rearrange, add, or remove columns to fit your needs. The ability to filter and sort data is limited. You can’t pivot the data or view data as a graph... That’s where Manage’s new Custom Report Builder comes in!
Available as a new tab after clicking “Reports” in the lefthand column, the Custom Report Builder gives you much greater control:
Any field can be removed and many more fields are available to be added.
Any field in the report can be sorted, moved, or filtered.
Results can be viewed as a pivot table.
Results can be visualized in a graph.
And of course, once you’ve got a report the way you want it, it can be saved and/or exported.
Using the Custom Report Builder:
After clicking Reports > Custom Report Builder, using custom reports is a three-step process:
Select the type of data you want to work with.
Right now there are seven types of data you can choose to work with:
Attendance
General Ledger
Invoices
Labor
Moments
People
Your Organization
Select the data you want to load onto your computer.
You can select which columns of data you want to include in your report, and you can filter by date columns to limit the scope of your report as desired.
After selecting the data to include and exclude, data will load onto your computer. This can take several seconds for small data sets and can take a few minutes for large multi-site reporting.
Organize your data to best reveal the insights you seek.
For answers to frequently asked questions about the Custom Report Builder, check out this article.