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Accessing Saved Reports

Modified on: Thu, 21 Jul , 2022 | 05:54 PM

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Once you have created saved reports you can quickly and easily access them on the Corporate Dashboard.

1. Ensure that Saved Reports are enabled.
2. Click on the drop down just below your user name in the upper right hand corner (it might say 1 selected).
   
   
   
   
3. This will display a list of all of the available report widgets.
4. At the very bottom of the list you will find Reports.
5. Ensure that Saved Reports is checked off.
6. To access the saved reports once they are enabled, scroll down to the bottom of your Corporate Dashboard.
7. Click on the tab for Saved Reports.
   
   
   
   
8. Select which type of report you are looking for (Top Navigation Bar, Directory, Sales, Operations, Finance or Reports).
9. A list of your saved reports for that topic will appear.

For details on how to create Saved Reports - please see the related article on the right.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.