Management Toolbox: Using a Report Page (Stores, Dates and Formats)

Almost every report in Management Toolbox works the same way, so once you have used one you know them all.

1. Open the report from the Insights menu (see Report Catalog: All Reports at a Glance to find the one you want).
2. Under Parameters and summary, choose the Stores. ALL selects every store you can see. You can also tick a store group or individual stores.
3. Choose the Dates: type a From and To, or pick a Range such as Yesterday, Week to Date, Month to Date, Last Month, Year to Date or Previous 30 Days. The default is yesterday.
4. Some reports have extra choices (for example inspection status or a minimum number of invoices).
5. Choose the Format: View shows the report on screen, PDF gives a printable file and Excel gives a spreadsheet you can work with.
6. Select View now. The report appears under Results.

The Summary box beside your choices repeats what you picked, so you can check it before you run the report.

Get a report by email automatically

Select the Schedule tab instead of Run to have the report emailed on a repeating schedule, for example every Monday morning or after each pay period. See Scheduling a Report, Editing or Duplicating a Scheduled Report and Deleting a Scheduled Report. Your schedules are listed under Settings > My Scheduled Reports.

Tips

• Use Excel when you want to sort, filter or combine the numbers with something else.
• If a report comes back empty, check the stores and the dates first.
• Some reports only show stores that share data with a co-op. See Manage Store Information.

Related articles

• Management Toolbox: Guide for Franchisees and Managers
• Report Catalog: All Reports at a Glance
• Management Toolbox: Which Report Should I Use?
• Scheduling a Report