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SmartMoving's Enhanced Reporting
SmartMoving's Enhanced Reporting

Take a look at the all-new reporting engine features!

Holly avatar
Written by Holly
Updated over a week ago

Overview

The reporting engine allows you to run reports for specific date ranges, view specific data by filtering, and export the report to Excel. The organized layout and formatting allow you to select the metrics that you want to view and easily pull the data that you need. Once you have the needed data, you can export the report to an Excel file. You can even schedule to have the report emailed to you and other recipients daily, weekly, bi-weekly, or monthly.


What's New in SmartMoving Reports?

Date Parameters

The new reporting engine allows you to run reports for broader periods. You are still able to manually select specific dates to view the report for, but now you are also able to run reports for the quarter, the year, and all time. The date ranges can also now be run for the past, current, or future. This allows your team to compare your reports over time and to view projections for the future.

How to Select a Date Parameter

To select a date parameter simply select the Date Range icon located in the top right-hand corner of the report that you are accessing. Next, from the pop-up menu select the correct period you wish to view from the column on the left. Then, select Apply.

Filters

The reporting engine also includes new filtering capabilities. Filters allow you to narrow the results of a report down to an organized view that is useful for your company. Different reports have different filters that you can apply depending on what metrics the report includes. Some of the filters available are:

  • Branch

  • Referral Source

  • Salesperson

  • Estimator

  • Tags

How to Apply a Filter

Step 1: Click on the Filters button.

Step 2: Select the filter that you would like to apply to the report.

Step 3: Select to view Is Any of or Not Any Of

  • Is Any of: Will show all metrics that match the filter selected.

  • Not Any Of: Will exclude all metrics that match the filter selected from the report.

Step 4: From that selection, select the specifics of what you would like to view.

Step 5: Click Apply.

Note: To remove a filter, return to the Filter button and uncheck the box next to the filter you have applied. Then, click apply.

Export & Schedule

The reporting engine includes the ability to export a report to Excel. To export a report, follow the steps included below.

Step 1: Click the Download button located at the top right-hand corner of the report that you wish to export.

Next, enter the recipient that you wish to receive the report in the format of an Excel file.

You can enter multiple email addresses if you wish to send the report to multiple recipients.

Step 2: Select One Time or Scheduled.

Note: If you select One Time click Export and then return to the email inbox to view the report as an Excel file.

Step 3: If you select Scheduled, you will select from the Sen Schedule drop-down menu, when SmartMoving will automatically email the recipient that report.

Step 4: From the Starting On section, select on which day you want SmartMoving to start sending this report to the recipient(s) automatically.

Step 5: Select the time that you want to report to be exported.

Step 6: Click Export and the report will be emailed to the recipient(s) listed as an Excel file.

Favorite Reports

You are now able to organize your reports by favorites. To make a report as a favorite simply click on the banner icon on the report. This will bring the report to the top of the list of reports in a new section called Favorite Reports. This allows you to quickly access your favorite reports from the top of the page.


How to Use the New Reporting Features

Watch this video for a comprehensive step-by-step process for leveraging the new bells and whistles in SmartMoving's Reports module.


Reporting Actions

This section highlights other actions that you can take within the Reports module of SmartMoving and walks you through how to complete each action.

Search for a Report

From the home screen of the Reports module, you can quickly search for a report by entering the name or a word found in the description of the report into the search bar. The search bar is located in the top right-hand corner of the Reports module home screen.

View Recent Exports

From the home screen of the Reports module, you can view which reports you have previously exported by clicking on the recent icon exports icon. From this icon, a slide-out window will present that will show your recently exported reports. You will be able to download each report directly from this slide-out window if desired. Also, if a report has failed to export, you will have the ability to retry the export process and see details about why the export failed.

View Scheduled Reports

From the home screen of the Reports module, you can view which reports you have scheduled by clicking on the Schedule icon. From this icon, a slide-out window will present that shows all of the upcoming reports that you have scheduled to be exported. These reports will be unique to each user.

Edit a Scheduled Report

All reports that are scheduled to be exported can be viewed by clicking on the Schedule icon on the home screen of the Reports module. From this icon, a slide-out window will present showing all of the upcoming reports that you have scheduled to be exported. From this slide-out screen, you can edit when the report is scheduled to be exported.

Step 1: Next to the report that you need to update the scheduled export for, select the three-dot menu icon.

Step 2: From the menu, select Edit.

Step 3: From the slide out screen, edit any necessary fields.

Step 4: Click Update to update the schedule for the report.

Saved Views

Once filters have been applied to a report, you can save those filters as a view to use in the future. This will allow for the filters to automatically apply to the report, by selecting the saved view.

Step 1: Apply the filters that you want to use to the report.

Step 2: Select the Save icon.

Step 3: Select Save As.

Step 4: Enter the Name of your new saved view.

Step 5: Click Save View.

How to Use a Saved View

Step 1: From the report that you are viewing, select Filters.

Step 2: From the Views dropdown menu, select the saved view that you want to use.

Step 3: Click off of the slide out window or select X view your saved view.


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