Build customized reports for your business using Passare's User Reports.
Add a User Report
To get started, select Reports > User reports.
Click Add New Report.
Once on the reports screen, the first thing you'll want to do is Name Your Report.
From here, you'll use the following tabs to customize your report:
✔️ Report Builder
✔️ Advanced Filtering
✔️ Run Report
Report Builder
First, select which case types, status, tags, and branch you'd like to report on.
Case Status and Case Tags are identifiers unique to your organization. For more information, see Add, Edit, & Delete Case Statuses and Add, Edit, & Delete Case Tags.
Next, go to Build Your Report.
Choose the Rows show results for dropdown.
This signifies what each row will represent in the report (such as cases or checklist tasks).
Next, use the search to find your report columns.
Drag and drop the column name into the Build & Organize Report Columns section.
You can also reorder your columns in this section by dragging the title in the desired order.
Advanced Filtering
Next, go to the Advanced Filtering Tab.
The Date to Filter On defaults to Case Created Date, but you can change this if needed.
Use the other dropdowns to filter your report.
Run Report
Under the Run Report tab, you can set up all report options, such as when to run the report, report format, and how the report should be delivered to you.
Turn on Schedule to Run Automatically to automate frequently requested reports.
Select how often and the time you would like the report to run.
After all of your selections are made, either Save & Schedule or Save Without Running.
Once you run the report, go to Reports > Download center.
From here, you can Save, Download, or Email the report.
Large reports (exceeding 24 MB) will be emailed as a link for downloading, rather than an attachment to the email.
Need More Information?
Need Help? Email us at support@passare.com or call (800) 692-5111!