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Creating Saved Reports

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

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Saved Reports allow you to save the criteria you used to run a search for quick access in the future. You can create saved reports from the Directory, Sales, Operations, Finance or Reports modules in FranchiseSoft.

1. From within a module, select the filters you wish to apply as criteria for your search.
2. Set the filter criteria. The list in view will adjust to apply your filter options.
3. On the right hand side of the screen in small blue text you will see "Save Report" appear (below the keyword search box).
   
   
   
   
4. Click on "Save Report".
5. Name your report in the pop-up that appears.
   
   
   
   
6. Choose whether you want this report to be "Accessible To Me" or "Accessible To All".
7. Click submit to save your report.

For details on how to access your 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.