Display/Hide Report Columns

1. Click Reports from the Main Menu

2. Click a Report Category on the left panel e.g. For Sale Reports
 

3. Click the Report you would like to create e.g. Detailed Sales Analysis
 

4. Select a date range, related staff member/s or teams and search criteria. Save Report if applicable by entering a save as name in Save Report (Saved reports will be available via the Saved Reports drop-down in the top right hand corner).

5. Use the Include Column checkboxes to select which existing report columns you would like to include or hide from the generated report. The ‘Select/De-Select All’ checkbox allows reports to be built quickly and only including the data that is most important with minimal clicks.

6. Click Search

7. The report will appear with included columns only

*Note: You can re-size the results window by dragging the corners of the panel.
 

8. You can now use the action icons to Export your report to a CSV, print to a PDF or view the data as a graph (graph view is not available for all reports).