User Guide: Pre-defined Reports
Modified on: 2023-11-17 11:52
TABLE OF CONTENTS
- Introduction
- Functionality
- Views: We Provide Two Kinds of Report View
- Search: The Report Can be Searched by Field Name or Report Name
- Download: Download Data Should be the Data Filtered by the Date Selection
- Date Range: The Date Can be Selected to Display the Related Data on the Page
- Schedule: Pre-defined Reports Can be Scheduled to be Sent to Your Email
- Email Enable:
- Related User Guide
Introduction
We provide 5 categories and 17 pre-defined reports to view the performance from different perspectives.
Report list
Functionality
Views: We Provide Two Kinds of Report View
- Card view
- List View
Search: The Report Can be Searched by Field Name or Report Name
Download: Download Data Should be the Data Filtered by the Date Selection
- Format: CSV
Date Range: The Date Can be Selected to Display the Related Data on the Page
- By default, all the pre-defined reports show the last 30 days' range
- Selectable date range: Yesterday, This week(Sun-Yesterday), This week (Mon-Yesterday), Last 7 days, Last Week(Sun-Sat), Last Week(Mon-Sun), Last Working Week (Mon-Fri), Last 14 days, This month, Last 30 days, Last month, Always
Notes: “Always” means the data generated from day 1 to yesterday
- Custom date set range for each report: [2023-06-01 ~ yesterday]
- Compare: Previous period, previous year, custom date set
Schedule: Pre-defined Reports Can be Scheduled to be Sent to Your Email
- One time, the default setting
- Daily scheduled
- Weekly scheduled
- Monthly scheduled
- The maximum scheduled date of monthly is the 28th(Considering that Feb has only 28 days)
Email Enable:
- Email scheduled, the report will be sent to you by the schedule
- Email disabled, the report is stored in the system and you can download it from the history list
Related User Guides
Strategy management process: User Guide: Strategies
User management process: User Guide: Users
Account Management process: User Guide: Accounts
Report Builder: User Guide: Report Builder
Hotel management process: User Guide: Hotels
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