Quickly download customizable reports to keep track of your business.
Click System and select Reports from the drop-down menu.
On the left-hand side of your screen, you should now see three options:
- The Download Center - Home to all of the reports you download!
- User Reports - Reports you create and customize for your needs.
- System Reports -Default reports that come with Passare.
Select System Reports or User Reports, then choose the specific name of the report you'd like to run.
Note: For this example, we'll click on System Reports and select Accounts Receivable Aged.
Under Basic Filters, select the case type(s) you'd like to be included in the report. All branches will be included as a default, but if you want to only pull data from certain branches, you can also make that selection using the drop-down menu.
Then, in the Run Your Report section, select your preferred format for the report (PDF or Excel CSV), delivery method, the generation date, specific date, and time zone.
If you'd like to schedule this report to run automatically in the future, be sure to enable the feature by turning it On. You'll then be able to select the specifics of when and how you'd like the report to run using the various drop-down menus.
Saving Your Configuration:
If you'd like to save this configuration to use as a template moving forward, be sure to click the green Save Configuration button. Any of the four buttons on the page will do! Just be sure to click save each time you make a change.
Name the configuration for future reference.
This title will appear in the Saved Configurations drop-down (at the top of the page of the report) moving forward.
Once you have made all of your selections and are ready to download, click Run Report. The report will then be sent to you via email or will be uploaded to the Download Center, depending on what you requested. For our example, we wanted it to be sent to the Download Center, so the report can be viewed here:
Need Help? Email us at firstname.lastname@example.org or call 1-800-692-5111!