Quickly download reports to monitor your business or export to your accounting software.
Running reports
Hover over Reports from the top navigation.
You'll see these options:
- Download center - This is where all of the reports you download will be housed
- User reports - Reports you create and customize
- System reports - Default reports that come with Passare
For this example, select System reports.
Under Basic filters, select the case type(s) you'd like to be included in the report.
All Branches will be included as the default.
If you only want to pull data for certain branches, you can uncheck the ones you don't need.
Under Run Your Report select the:
- Format
- Delivery method
- Generation date
- Specific date
- Time zone
- Case
If you'd like to schedule this report to run automatically, toggle this option On.
Use the new fields to select scheduling settings for this report.
Save Your Configuration
If you'd like to save these settings as a template moving forward, be sure to Save Configuration.
Any of the four buttons on the page will do! Just be sure to click save each time you make a change.
Name your Configuration for future reference.
This title will appear in the Saved Configurations drop-down (at the top of the page).
Once you've made all of your selections, click Run Report.
Downloading Reports
Reports will be emailed or sent to the Download center, depending on the delivery method selected.
From the Download center you can save, download, or email the report.
Reports exceeding 24MB will be emailed as a link to download, rather than an attachment.
Need More Information?
Need Help? Email us at support@passare.com or call (800) 692-5111!