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 in the Web Office.
Important: A specific corporate Associate account 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
Finding the Page

In Web Office, navigate to: Business > Report Center.
[CLIENTID].office.directscale.com/app.html#/ReportCenter
Creating the Report
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Click + CREATE REPORT.
+ CREATE REPORT button The New Report page opens and pulls in a default report.
Default report -
In the right sidebar, enter a Report Name.
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Enter a Description.
Filtering the Report
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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 -
Click DONE to save.
Selecting Column Headings
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Click Columns to select the column headings.
The Columns pop-up window opens where you can make your selection.
Columns pop-up window -
Click DONE to save.
Sorting Report Data
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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.
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Click DONE to save.
Saving the Report
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When finished, click SAVE.
SAVE button
The Associate’s report sorts under Your Reports in the left sidebar. You can now add the report as a Quick Report with Web Office Admin.
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