Reports in WellnessLiving provide valuable insights into various aspects of your business. You can view, filter, and customize reports to analyze data efficiently. This guide outlines the steps to access and modify reports according to your needs.
Key tips before you begin
The filters available in a report depend on the type of report you are viewing.
You can use Power Search to customize the report results further.
View a report
To view a report in WellnessLiving, complete the following:
Click the App Drawer button
then click View All > Reports.
Click the type of report you want to view, then select the desired report.
Click Filter to refine the report data.
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, complete the following:
Click the Action button
in the top-right corner, then click Customize.
Under Columns, drag-and-drop the column names to determine their placement. Columns under SELECTED are displayed in the report.
Adjust the report’s additional settings as needed.
Click Save to update the report view.
Sort a column within a report
To sort a column within a report, complete the following:
Click the column header you want to sort.
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:
Hover over the edge of the column header.
Click and drag the column border to adjust its width.