Creating a Calendar Day Report

Getting Started

To create a Calendar Day Report. From the top tool bar, select Reporting, then reports, then select ‘General’.

Produce Report

Click into the drop down menu and select the Calendar Day Report from the list. There may be multiple for each branch, or just one.

You will only see reports that are enabled on your account, if you need different Calendar Day Reports contact Support.

Set the date you want to run the report for, default is always todays date. To change the date click into the date field and select the date you want to use.

Then Click ‘Run Report’.

Report Ordering

Once you have clicked ‘Run Report’ you will have the option to select how you want the report sorted. Click one of these options. Once you have selected the report ordering there is an option to select to sort in ascending or descending order. Then click ‘Run Report’.

You can run the report without selecting any ‘Report Ordering’ options from this screen and just click ‘Run Report’ to get the default report.

Once run you can see the report on the next screen.

From this screen you can print the report by clicking the print button, or export the file to pdf (or a number of other formats).