Using your reports

Generated reports

If a Sales report takes 15 seconds or more to load when you attempt to view it, the report will automatically generate in the system’s background. While the Sales report is generating, you can leave the report page and use other areas of the software. You can check the status of a report while it loads on the Generated page. When the […]

Power Search criteria

Power Searches can be used to create custom search criteria to filter the clients displayed in your client list and in most reports. Power Searches are also used when creating client groups from the Client Groups page. Any combination of criteria can be used. The table below describes the criteria […]

Removing a Power Search

After creating a Power Search, you can delete it from your list of Power Searches at any time. If a Power Search is shared with other staff members, it will be removed from their list when it is deleted. To remove a Power Search: Open the client list or a […]

Using a Power Search

The Power Search can be used to find the clients you need in your client list or reports. The Power Search feature shouldn’t be mistaken for an advanced filter. Power Search has client-specific search criteria such as age, birthday, body measurements, or account information that’ll return any records belonging to […]

Power Search

With Power Search, you can create custom search criteria to filter the clients displayed in your client list and in most reports. Unlike advanced filters, your custom Power Searches can be saved for future use and shared with other staff members. Power Searches are also used when creating client groups […]

Saving a report

If you often run a report with the same advanced filters, you can save the report to preserve your filter choices and save time. Saved reports can be viewed by all staff members with access to reports. If you don’t need to preserve advanced filters, but want to save a […]

Report views

This article describes the most common views that can be applied to your reports. Some views are available only for specific reports. If applicable, different data groups will be displayed on the report using different colors for comparison. A legend can be found at the bottom of each report indicating […]

Printing a report

Reports can be printed so you can save physical copies for bookkeeping purposes. If you experience visual errors when printing a report from your browser, we suggest exporting your report data to Microsoft Excel and then scaling and printing the Excel sheet. For more information on how to scale an […]

Exporting a report

Reports can be exported so you can download and save digital copies for bookkeeping purposes. You can export reports as either CSV, Excel, or PDF files. If you want to export the information in a report to a program or application other than Excel, you should select to export as […]