Generating a Report for Printing or Export

Overview:

These are basic steps will show you how to access and generate reports as well as how to print and export your reports.

• Part One: Generating a Report
• Part Two: Printing or Exporting a Report

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Reports module

• Employee Permissions to view reports

Steps: Part One

Follow the below steps to Generate a Report:

1. Using the top-left module dropdown menu, go to Settings and select a Report (blue buttons on left side of page).

2. Set your Filters ("Date Range," "Department," and "Sales Type") *Note that different filters appear on different reports.

3. Click "Run" in the top right. *Note that some reports are editable to admins and managers.

Steps: Part Two

Follow the below steps to Print or Export a Report:

1.  Click the download button in the top right and select CSV (Excel) or PDF to download a copy to your computer.  From the downloaded file, the report can be printed.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737