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View or customize a report

Updated over a week ago

You can view, filter, sort, and customize reports to analyze data efficiently. This guide outlines the steps to access and modify reports according to your needs.

Key tips

  • The filters available in a report depend on the report you are viewing.

  • You can use Power Search to customize the report results further.

View a report

To view a report in WellnessLiving:

  1. Click the App Drawer button then click View All > Reports.

  2. Click the type of report you want to view, then select the desired report.

  3. Click Filter to refine the report data.

  4. Apply the necessary filters to adjust the displayed information, then click Apply.

    The report will display based on your selected filters and search criteria.

Customize the report view

To customize the report view:

  1. Click the Action button in the top-right corner, then click Customize.

  2. Under Columns, drag-and-drop the column names you want to include into Selected, and arrange them in your preferred order.

  3. Adjust the report’s additional settings as needed.

  4. Click Save to update the report view.

Sort a column within a report

To sort a column within a report, complete the following:

  1. Click the column header you want to sort.

  2. Click again to toggle between ascending and descending order.

Resize a column within a report

To resize a column within a report, complete the following:

  1. Hover over the edge of the column header.

  2. Click and drag the column border to adjust its width.

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