Creating a Report Center Report in Web Office

Learning Experience Team

July 24, 2020 19:08

Site: Web Office
Page: Business > Report Center
URL: [CLIENTID].office2.directscale.com/app.html#/ReportCenter

Quick Reports is a two-step process:

The report is initially created through the Web Office Report Center by an Associate. If you would like to make a report yourself, you’ll have to Impersonate an Associate’s Web Office Login.
Once the report is created and approved, you can add it as a Quick Report through the Web Office Admin. Adding a Quick Report makes the report available to all Associates in the Web Office.

A specific corporate Associate account should be designated for report creation to keep all reports together and unaltered.

Creating the Report

Click + CREATE REPORT.

The New Report page opens and pulls in a default report.
In the right sidebar, enter a Report Name.
Enter a Description.

Under Settings, click Filter to customize the data included in the report.

The Filter pop-up window opens where you can make your selection.
When you select a filter, a dropdown appears with the following options:
- Is
- Is Not
  
  Select either option and enter the value you want to filter in the field.
  
  For example, if you select the First Name filter, then Is Not, and enter the name "John", then the report will not include any Associate with the first name of John.
  
  Some filters have an additional option:
- Contains
  
  With the Contains option, you enter a word or sequence numbers or letters. The filter will only show data that contains that word or letters/numbers. This field does not allow a list of words.
  
  For example, if you select the Zip filter with the Contains option and enter "84", the report will show all the zip codes that have "84" (84105, 84651, 84403, etc.).
Partial Filter Definitions:
- ID - Enter the Back Office ID.
- Status - Enter the Associate Status.
- Customer Type - Enter the numerical Associate Type.
- Sponsor Id - Enter the Sponsor’s Full Name.
Click DONE to save.

Click Columns to select the column headings.

The Columns pop-up window opens where you can make your selection.
Click DONE to save.

Click Sort Order to change the order of the report data.

The Sort Order pop-up window opens where you can make your selection.

You can sort by data point and whether it will be ascending or descending.
Click DONE to save.

When finished, click SAVE.

The Associate’s report sorts under Your Reports on the left sidebar.

You can now add the report as a Quick Report with Web Office Admin.

On the Web Office header, click the icon.

The Edit Report page opens with the same functionality as adding a new report.
Make any necessary changes and click SAVE.

Select the report from the left sidebar.
Click the icon on the Web Office header.
From the dropdown, select Delete.

The report deletes without confirmation. This process can not be undone.
Alternatively, you can click Delete while editing the report.

Select the report from the left sidebar.
Click the on the Web Office header.
From the dropdown, select Export.

The Exported Reports pane slides-out and generates a DOWNLOAD link. The report may take a few minutes depending on the size.
Click DOWNLOAD to download the report.
If you close the Exported Reports pane or want to view previously exported reports, on the left sidebar, click Exported Reports.