Viewing a report

Reports are useful tools that allow you to view important information about your business. When you view a report, you can customize the report view to see only the information you need. Additionally, any column within a report can be sorted by alphabetical, chronological, or numerical order depending on the information provided in the column.

When viewing a report, keep in mind the following information:

  • If a sales report takes 15 seconds or more to generate when you attempt to view it, the report will automatically generate in the system’s background. For more information, see Generated reports.
  • When you view a report, if a copy of that report with the same date range is already saved on the Generated page, then the previously generated report will be displayed. If you are expecting new data to be displayed in the report, click the Refresh button beside the report generation date at the top of the page to update it.
  • Reports have a limit of 10,000 rows of data, except for the All Clients Report, which displays a total of 5,000 entries. When viewing a report, we recommend using the advanced filters to generate more specific results.

In this article:

    To view a report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click the appropriate report category.
    4. In the list of reports, click the report you want to view.
    5. To filter the report, click the Filter button  and apply any necessary filters. To learn about the filters in the report you are viewing, see the article for that specific report.
    6. To search the report using custom criteria, select an existing or create a new POWER Search.
    7. To view the report as a chart, click the Report Views button The report views button displayed in reports. The button is a square with an image of a blue bar graph and blue border.. See Report Views for more information.

    To customize the report view:

    1. Click the More button The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border. and select Customize.
    2. Under Columns, select which columns will be displayed in the report:
      • To add a column, click the column name in the Available box.
      • To remove a column, click the column name in the Selected box.
    3. Under Client Info, set the Display expanded client details option to ON or OFF, depending on whether you want detailed information about the client, including phone number, client type, and email, shown in the report.
    4. Under Date Range, set a date range in which to view this report when it is opened. If a report doesn’t have a data range, this setting won’t be available. You can choose from the following options:
      • System default date range – Use the system default date range that is set for this report type.
      • Select date range prior to generating a report – A date range must be selected before this report is generated. This setting won’t appear if the report doesn’t support this functionality.
      • Custom date range – Select a custom date range in which to view this report. You can select Today, Week, Month, or Year.
    5. Under Report Generation, select whether new data is generated whenever this report is opened. If a report doesn’t have a data range, this setting won’t be available. You can choose from the following options:
      • Last generated report – View this report using the data from the last time the report was generated. You can manually generate a new report.
      • Generate new report – Automatically generate new data whenever this report is opened.
    6. Under Visible Buttons, select which buttons will be displayed in the report header. Buttons that are not displayed in the report header will be available in the More menu.
      • To add a button, click the button name in the Available box.
      • To remove a button, click the button name in the Selected box.
    7. Click Save. Your selections will be saved and applied each time you view this report.

    To filter the report by date:

    1. Above the report, click the date selector. 
    2. Under DATE RANGE, select a predefined date range. Your options include:
      • Custom Range – Displays results between the dates you select under STARTING and ENDING.
      • Today Displays results from the current day.
      • Day Displays results from the specific day entered under DATE.
      • Week Displays results for the week from the Sunday selected under STARTING to the Saturday selected under ENDING.
      • Month – Displays results that occurred during the month that includes the date selected under STARTING.
      • Year Displays results that occurred during the year that includes the date selected under STARTING.
      • Last Week – Displays results that occurred between the previous Sunday and Saturday.
      • Last Month Displays results that occurred during the previous month.
      • Last Year Displays results that occurred during the previous year.
      • Month To Date Displays results that occurred between the beginning of this month and the current date.
      • Quarter To Date Displays results that occurred between the beginning of this quarter and the current date.
      • Year To Date Displays results that occurred between the beginning of this year and the current date.
      • Previous 7 Days – Displays results that occurred within the previous seven days.
      • Previous 30 Days Displays results that occurred within the previous 30 days.
      • Previous 90 Days – Displays results that occurred within the previous 90 days.
      • Previous 365 Days – Displays results that occurred within the previous 365 days.
    3. Click APPLY.
    4. If necessary, adjust the date range:
      • Click the Previous button to view an earlier date range based on the date view that you chose above.
      • Click the Next button to view a later date range based on the date view that you chose above.
      • For example, if you select Today under DATE RANGE and click the Previous button , the report will display results from yesterday. If you select Week under DATE RANGE and then click the Previous button , the report will display results from last week.
        • These options will not be available if you set a Custom Range.

    To sort a column within a report:

    1. Click the title of the column you want to sort (e.g., Client Name, Start Date, Location). An arrow will appear next to the title of the column.
    2. Click the arrow to switch between ascending and descending alphabetical, chronological, or numerical order.
      • If the arrow is pointing up, the column is displayed in ascending order.
      • If the arrow is pointing down, the column is displayed in descending order.

    To select rows in a report:

    1. Select one or more records in the report:
      • To select a specific row in the report, select the checkbox next to that row.
      • To select every row on the page of the report you are currently viewing, select the checkbox next to the column headings at the top of the report.
      • To select every record in the report, select the checkbox next to the column headings at the top of the report and then select the Select all records from all pages checkbox.

    To resize a column within a report:

    1. Hover your cursor over the right side of the header for the column you want to resize.
    2. Click and drag the column boundary to the right or left.
      • The column width you set will be saved, unless you’re working in a private browser window, or you clear your browser cache.
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    Using your reports - Viewing a report