Reporting
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      1. Passare Pro
      2. Business management
      3. Reporting

      Run & Customize User Reports

      Build customized reports for your business using Passare's User Reports.

      Add a User Report

      To get started, go to System > Reports.

      select Reports under System drop-down

       

      Go to User Reports > Add New Report.

      select User Reports from sidebar, click orange Add New Report button

       

      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

      Reports screen

       

      Report Builder

      Under Basic Filters, you'll select Case Types, Case Status, Case Tags, and Branch.

      Report Builder fields

       

      Tip: Case Status and Case Tags are identifiers unique to your organization. See Add, Edit, & Delete Case Statuses and Add, Edit, & Delete Case Tags for more information on how to set up Statuses and Tags.

       

      Next, you'll start to Build Your Report.

      Choose the Rows show results for drop-down.

      This signifies what each row will represent in the report (such as, by Branches, Case, or Events & Services).

      Build Your Report rows

      Once you make your row selection, the Available Report Information will contain all the data from Passare that can be reported on in the columns of the report.

      Know what data you are looking for? Utilize the Search Bar to type in information to quickly make your selections.

      Drag and Drop the fields you'd like displayed in your report into the Build & Organize Report Columns.

      You can also reorder your columns in this section by dragging, and dropping the title in the desired order.

      gif: drag and dropping fields into Build & Organize Report Columns

       

      Advanced Filtering

      Next go to the Advanced Filtering Tab.

      The Date to Filter On defaults to Case Created Date.  

      The rest of the drop-downs will require you to choose a selection for your report.

      Advanced Filtering section

       

      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.

      Run Report section

       

      You can also turn on Schedule to Run Automatically, which will automate the reports that are requested frequently.

      Select how often and the time you would like the report to run.

      Schedule to Run Automatically toggle

       

      After all of your selections are made, either Save & Schedule or Save Without Running.

      Once you Run the report, it will be available in the Download Center.

      From the Download Center, you can Save, Download, or Email the report.

      in Download Center, buttons to Save, Download, or Email the report

      ✉️ If you emailed the report: large reports (exceeding 24 MB) will be emailed as a link for downloading, rather than attachment.

       

      Need More Information?:

       

       

      Need Help? Email us at support@passare.com or call 1-800-692-5111!