The reporting suite in the Bridge is a powerful tool designed to provide deep insights into your business operations. It enables you to easily generate detailed reports that cover everything from sales and labor to inventory, transforming your raw data into actionable information to help you make informed decisions.
This feature allows you to:
- Customize your reports using a variety of filters, groupings, and column selections to focus on the specific data that matters most to your business.
- Save your custom report configurations as a Custom View to quickly access your most frequently used views without having to reapply settings each time.
To Customize a Default Base Report:
1. Navigate to the Reports section of the Bridge and click on the report you want to run
The initial default settings for all reports are the Base Report, All Locations, and Today's date. Once the date is changed, this will apply to all Base Reports viewed by the current user.
2. Use the Select Location drop-down menu to choose one or more locations by ticking the checkboxes next to their names
3. Use the Date Range drop-down menu to select a predefined range (e.g., Today, Yesterday, Last Month) or enter a custom date range
- The customized base report will now display your selected parameters:
To Create and Save a Custom View Report:
1. Navigate to the Reports section of the Bridge and click on the report you want to run
2. Click the report view drop-down menu at the top of the screen and select + Create New View
3. Enter a Name for your new view in the text field and click Save
4. Customize your report using the Bridge reporting customization tools. For detailed instructions on using the customization tools, visit the How to Customize Reports in the Bridge article
5. Click Save Changes to keep the configuration
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