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.

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

What We’ll Cover

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

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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. 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 doe 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.).

3. 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 sorts under Your Reports in the left sidebar. You can now add the report as a Quick Report with Web Office Admin.