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Guide

How to open, filter and schedule a report

Open the Report Center, search or browse for a report, open it, choose the period and filters, switch on comparison with the previous period, then download it or schedule it by email.

By the ZimraStudio team

Steps

  1. Open the Report Center

    Open Reports. The reports are grouped by area, and there is a search box at the top.

  2. Open a report

    Choose a report. Use the star to keep your favourites close.

  3. Filter it

    Pick the period and the filters that fit the report.

  4. Compare

    Switch on comparison with the previous period to see the change.

  5. Export

    Download the report as CSV or Excel, or print it.

  6. Schedule it

    Choose who should receive the report and how often, and it will be emailed on that schedule.

Good to know

  • For a question no report answers, use the report builder.

More about the Report Center.

Last updated . Checked against the product by the ZimraStudio team.

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