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 category for the report you want to customize

• Sales: Accounting Summary, Close Summary, Product Mix Summary, Product Mix Detail, Gift Card Aging, Gift Card Detail, Gift Card Liability, Void Summary, Void Detail, Modifier Summary, Modifier Detail

• Labor: Labor Summary, Labor Cost Analysis, Timecard Detail

• Payments: Payments Summary, Payment Detail, Credit Card Batch, Refund, Pay In/Out, Cash

• Tax: Tax Summary, Tax Detail

• Discounts & Fees: Discount Summary, Discount Detail, Fees Summary, Fee Detail

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. Enter text in the search field to quickly search and filter specific columns or values within the report grid

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

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

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

10. Add column fields to Row Groups by clicking the six dots (:::) next to the desired field and dragging it into its position in the Row Groups section

11. To refine your results, click the Filters icon, expand a category (like Reporting Category) and choose the criteria by selecting or deselecting the check boxes

12. Click the Download icon (downward arrow) to export the data from the report as a CSV, Excel file, or download the entire report as a PDF

13. Click the Gear icon (⚙) to open a menu with additional report controls:

• Report Style: Change the grid's density. Options include Regular (the default), Compact, and Large.
• Time Format: Change the format for displaying time. Options include Hours & Minutes, and Decimal.
• Schedule Report: Open the scheduling window to configure daily, weekly, monthly, or annual reports.
• Full Screen: Expand the report to fill the screen.

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

15. 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