The Bridge reporting suite provides powerful tools to customize your reports, allowing you to transform standard data into perfectly tailored views. You can either modify the default Base Report or create and save multiple new Custom Views to fit your specific analytical needs.

This functionality allows you to:

• Adjust the report's content and layout by reordering, adding, or removing columns, applying granular filters, and organizing data with row groups.
• Save multiple unique configurations as named Custom Views and even set one as the new default report for your entire organization.

To Customize a Report in the Bridge:

1. Navigate to the Reports section of the Bridge and click on the report you want to customize

2. Choose whether you want to modify the Base Report or create a Custom View by selecting your choice from the drop-down menu. If you are modifying the Base Report, skip to Step 3

• To create a New View:

  • Click the report view drop-down menu at the top of the screen and select + Create New View

    

  • Enter a Name for your new view in the text field and click Save

    

3.  Use the Select Location drop-down menu to choose one or more locations by ticking the checkboxes next to their names

4. Use the Date Range drop-down menu to select a predefined range (e.g., Today, Yesterday, Last Month) or enter a custom date range

5. Click and hold to drag columns to your desired position

6. Add more columns to the report by ticking the desired boxes in the Columns tray

7. Click and hold to drag the added column to its desired position

8. Remove columns by deselecting the tick boxes next to the column you wish to remove

9. Add column fields to Row Groups by clicking the button next to the desired field and dragging it into its position in the Row Groups section

10. To refine your results, click the Filters icon, expand a category (like Fiscal Day), set your criteria, and then click the Apply button

11. To organize your report into primary views, click the Tabs icon on the right sidebar and select a field, such as Location or Daypart, to create a clickable tab at the top of the report

12. Click Save Changes to keep the configuration of your Custom View or Base Report

13. If you chose to create a New View in step 2, you can now set it as the default view. To have the newly customized view load on every visit to the Bridge by every user, set the Make Default View toggle to On