Reports Overview

The Reports Tab within the FrontDesk Hub allows you to create and configure reports to export.

Create a New Report

To create a new Report, click on the Create Report button.

1. Source. First, select a Source for your Report from the dropdown menu.
2. Filter. Next, add Filters. The filters allow you to run a report for only certain criteria. To add a filter, click on the + icon and select from the available data elements to filter. The list of filters will depend on the Source selected in the first step.
   1. For text fields, you will have options to filter whether your results contains, equals, or does not contain certain text. Select the criteria you want and then enter the text you are filtering by in the text input in the third column. For example, use the filter Last Name Contains Smith to find all records of Public Users with a last name of Smith.
   2. For numeric fields, options include equals, not equals, greater than, greater or equal than, less than, less or equal than. Select the option you want and then enter the number in the third column.
   3. For yes/no fields, options will include equals and then you can select true or false in the third column. For example, use Has Login? equals true to show all Public Users that have a login.
   4. For date fields, options include equals, not equals, greater than, greater or equal than, less than, less or equal than. Select a date option in the third column. For example, user Created < Start of Current Month to show all users who were created prior to the first day of the month in which you run the report. To do a date range, you would create a filter for "is greater than" the beginning date and "is less than" the ending date.
      You can add as many filters as you want. For example, to generate a report showing Active FrontDesk Users that have a Login that were created before the first of the month, you can set up filters up as shown in the screenshot below.

   

   You can delete filters at any time by clicking on the red remove icon to the right of that filter name.
3. Output. Configure the output for your report including how you want the results ordered, whether you want them in ascending or descending order, or if you want to create a graph rather than a table.
4. Save Report. If you wish to save the report, enter a name for the report so you can recall it later. If you wish to save the report, you must enter a name and click Save on this page. Once you save the report, it will be available to run from the primary Reports Tab. You will also have the option to Clone or Delete the report.

1. Run Report. When the parameters above have been set, click Run Report. This will display all matching results in the space below.
2. Click Download CSV to download a CSV of the Report at any time.

View a Report

All the reports you have created will display in the table. You can filter by Report Tile, Area (FrontDesk Tab based on the Source you chose), Source, Mailable?, Created Date, and Updated Date. Label, Source, Last Run date, Created date, and Updated date. To view a report, click that report from the table. This will open the details of that Report where you can run the report, download as a CSV file, or make any edits. If you make any edits to the Report that you wish to save, be sure to select Save.

Mailable Reports

If the report you created has contact information, such as email address or cell phone number, it is Mailable. This means you can use that Report to send an email or text message to all contacts included on that report. You can generate an email or text message from the selected report by clicking the Compose New button and selecting the report you wish you utilize in the Mailing List/Report dropdown. You can also choose a report when sending emails or text messages from the Communications Tab.