Top Report

Lindsay W. shared this question ago

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Is it possible to run a report on tips for a given time period?

It is time consuming to check each event individually.

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Comments (1)

Jen H. ● 9 months ago

I have created you a report named tips I have added a filter to it to only pull tips and you can filter by date. Please let me know if this works for you.

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Lindsay W. ● 8 months ago

Thanks! I see it there but how do I actually run the report? When I click on it, it seems to just go into the area how you set up the filters for it.

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Andre L. ● 8 months ago

Hello Lindsay,

On the Leads/Events page, you just have to type/select the name of the report in the circled field (below) to pull it up.

Hope this helps!

091e30701fb221aa9af871f6a16ec066

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Lindsay W. ● 8 months ago

Got it - thanks!

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Lindsay W. ● 8 months ago

I am not sure what happened but all my reports are gone ???

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Andre L. ● 8 months ago

Morning Lindsay,

I just logged into your account and have been able to run reports. Are they still now showing for you?

Andre

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Lindsay W. ● 8 months ago

Thank you, yes - sorry -I see what happened now, I was logged in as my worker account instead of the main account

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Jen H. ● 8 months ago

Thanks for the update! Have a great day!

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