Reporting on your users is an incredibly powerful feature in the system, and can be done from multiple locations.
The first step is to choose the information you wish to collect and add it to a report template which we’ve already covered in a separate video.
The second step is to go run that saved report, and you can do this from four locations – the products page, the scheduler page, the payments tab, and the user management tab – while I guide you through the steps for each of these locations, you’ll find that the process is similar for each, with only minor variations –
The first step will always be choosing your target – in products that’s selecting your products, in scheduler it’s filtering for time units, in payments it means filtering for specific payment criteria, and on user management it means filtering across a wide range of characteristics, allowing for highly specific reports.
The second step is running the report, and i’ll walk you through it at each location.
To start reporting on your products, begin selecting the products you are interested in. If you want to run a full report, you can click “select all”, and to report on a category you can just mouse over it and click “category sales report”.
Once you’ve narrowed down which products you’re interested in, then click the sales report option that appears up at the top right.
You can scroll through the options and add or remove any of them depending on the information you are trying to collect.
Removing all of the user specific fields and clicking “download sales report” will yield a report where each product is a single row on a spreadsheet.
Adding user information back in will make each user a row on a spreadsheet, and at this point you have the option of either running the report as is, or clicking “merge sales report with user report” to combine the information above with user specific information which you’ve collected from the forms.
After clicking merge, you’ll see a list of your other reports – simply click which one you want to merge with and you’re done!
First, target your report using the filter – once you’ve chosen your time units, you can click actions, and then scheduler report. At this point, you can either click the report you’d like to merge it with, or just run it as is.
Here, you’re able to target specific types of payments by using the filter button. Clicking filter -advanced mode will let you choose conditions from a number of different categories, including general characteristics, Payment types, Payment vendors, and various payment statuses.
After you’ve added your filter conditions, click download payment report.
From here you can add or remove fields, and then download the report as is, or merge it with a user report. To merge, just click merge and choose your report.
The last location is on the user management tab, and from here, you are able to use the filter to target specific user types. To start, click the filter button, and then click advanced mode.
General characteristics of their applications, products they’ve ordered, admins they are assigned to, the status they have been assigned, the status of their payments, whether you’ve tagged the user with a star, the schedules they’ve selected, the completions status of forms, or based on their answers to questions. Just click a category find the condition you want, and click to add it. Additionally, you can search for the condition in the search bar above.
Click apply filter when you’re done.’
Once you’ve set your conditions, select all of the users that come up and click the reports button.
Because you have a family system, I’d recommend you follow this rule of thumb. After filtering, always click on the child tab if you have child level information on the report, and only click parent tab if you have parent level information. It is rare that you would want to report on parents and children separately.
On the next page, you can click the blue icon to export to a spreadsheet, the red icon to export to a pdf, the view a different report button to change the report, or statistics view to see graphic representations of your reports.
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