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Need to recreate a preset report on dashboard

Pamela S. shared this question ago

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Hi,

I need to recreate a preset report that's on the Dashboard so we can input a set date range. The preset report is Income by Category, Fees, Discounts. We need ours for May but we missed pulling it in June, and there's no preset option to get May's report as of this month.

Can we get the filter and/or report parameters so we can run it manually from the Leads page please?

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Comments (4)

Brittany M. ● 22 days ago

The Income by Category report is on your leads/events page in the reports field/box. Select the report and then you can select a date rate by clicking the select box under Fixed Rage on the left side menu.

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Asha J. ● 22 days ago

Hi Brittany,

We see the report in the leads page, but it does not run the same report. We are looking for the Totals of each category for rental category, fees, and discounts as it is in the Dashboard report.

Do you know how we can view the Totals of each category, fees, and discounts.

Thank You!!

Pam

ABB Moonwalk Rentals

508.759.2255

abbmoonwalks.com

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Brittany M. ● 22 days ago

I understand. I have a request in for our developers to add the fixed range option to this preset report for you to be able to pull the preset report for the specific dates needed.

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Pamela S. ● 16 days ago

Is this something that will be happening soon? If not, do you have any suggestions on how we can pull or build this report? Our accountant needs it asap. Thank you.

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Brittany M. ● 16 days ago

This is something our developers are working on and we do not have an ETA for completion.

The income by category report will pull the information needed for your categories, we can build a fee and discount report, but it will possibly not pull all the data needed for each of your discounts and fees.

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Pamela S. ● 16 days ago

The Income by Category isn't quite matching up to the dashboard report - do you know that would be? (I pulled it for last month to compare). It's weird that some categories are exactly matched, and other categories are off.

But if you could do the fee and discount reports, that will be VERY much appreciated!

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Brittany M. ● 16 days ago

We created a lead report called "Fee/Discount Report" that appears to be mostly accurate. If the fee name/price was adjusted, this may affect the data reflected in the lead report compared to the dashboard preset report.

Regarding the Income by Category lead report. In order for this information to reflect accurately, you will need to ensure that your rental items that have two categories listed have a primary category selected:

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Asha J. ● 22 days ago

Thank you so much!!

ABB Moonwalk Rentals

508.759.2255

abbmoonwalks.com

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