Quick Reports are a two-step process:

1. The report is initially created through the Web Office Report Center by an associate. If you would like to create a report yourself, you’ll have to do so in an associate’s Web Office.
2. Once the report is created and approved, it can be added as a Quick Report through the Web Office Admin. This will make the report available in the Web Office to all associates.

Important: A specific account/user should be designated for report creation to help keep all reports together and unaltered.

What We’ll Cover

• Finding the Page
• Creating the Report
• Filtering the Report
• Selecting Column Headings
• Sorting Report Data
• Saving the Report

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Finding the Page

In Web Office, navigate to: Business > Report Center.

[CLIENTID].office.directscale.com/app.html#/ReportCenter

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Creating the Report

1. Click + CREATE REPORT.

   

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

   

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

3. Enter a Description.

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Filtering the Report

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

   

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

   

2. Click DONE to save.

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Selecting Column Headings

1. Click Columns to select the column headings.

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

   

2. Click DONE to save.

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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.

   

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

2. Click DONE to save.

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Saving the Report

1. When finished, click SAVE.

   

The associate’s report is sorted under Your Reports in the left sidebar.

The report can now be added as a Quick Report with Web Office Admin in the next section.