Creating a Report Center Report in Web Office

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

Quick Reports is a two-step process:

  1. 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.

  2. 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

  1. Click + CREATE REPORT.

    + CREATE REPORT button

    The New Report page opens and pulls in a default report.

    Default report
  2. In the right sidebar, enter a Report Name.

  3. Enter a Description.

Filtering the Report

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

    Filter link

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

    Filter pop-up window
  2. 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:

  3. Click DONE to save.

Selecting Column Headings

  1. Click Columns to select the column headings.

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

    Columns pop-up window
  2. Click DONE to save.

Sorting Report Data

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

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

    Sort Order pop-up window

    You can sort by data point and whether it will be ascending or descending.

  2. Click DONE to save.

Saving the Report

  1. When finished, click SAVE.

    SAVE button

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

    New report on the left sidebar

Editing a Report

  1. On the Web Office header, click the Pencil icon.

    Pencil icon

    The Edit Report page opens with the same functionality as adding a new report.

    Edit Report page
  2. Make any necessary changes and click SAVE.

Deleting a Report

  1. Select the report from the left sidebar. Left sidebar

  2. Click the Vertical Ellipses icon on the Web Office header.

    Vertical Ellipses from the Web Office header
  3. From the dropdown, select Delete.

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

    Delete while editing

Exporting a Report

  1. Select the report from the left sidebar. Left sidebar

  2. Click the vertical ellipses on the Web Office header.

    Vertical ellipses from the Web Office header
  3. From the dropdown, select Export.

    Select Export

    The Exported Reports pane slides-out and generates a DOWNLOAD link. The report may take a few minutes depending on the size.

    Exported Reports slide-out pane
  4. Click DOWNLOAD to download the report.

    DOWNLOAD link
  5. If you close the Exported Reports pane or want to view previously exported reports, on the left sidebar, click Exported Reports.

    Left sidebar
Was this article helpful?
0 out of 0 found this helpful
Previous Next

Comments

0 comments

Please sign in to leave a comment.