Modifying Standard Reports

  1. In the side menu on the Reporting and Analytics home page, click Reports and then click More Reports.
  2. In the Reports list, click the report name and then click the specific report.
  3. On the Modify Report tab, modify the report as described in the following table:
    Setting Description

    Business Dates

    Select the date or date range for the report.

    To select dates from the calendar view, select Please Select from the drop-down list. Select dates as follows:
    • Click a single day.

    • Click the month name to select all the days in the month.

    • Click the day column header to select all those days in the month.

    • Click the numbered week to select all the days in that week.

    • Press and hold the Ctrl key to select multiple days.

    Locations

    Select the locations for which the report returns data.

    Revenue Centers

    Select the revenue centers for which the report returns data.

    Order Types

    Select the order types for which the report returns data.

  4. On the Preferences tab, specify how Reporting and Analytics saves reports as described in the following table:
    Option Description

    Save

    When you select the report from the Reporting and Analytics home page side menu, the report runs with the settings you selected in step 3.

    Restore defaults

    Removes previously saved report settings.

    Save as

    Saves the report with the settings you selected in step 3 as a custom report in the Other Reports portlet.

  5. On the Favorite tab, specify favorite settings as described in the following table:
    Setting Description

    Set as Favorite

    Makes the report easier to access. Reporting and Analytics adds a star next to the report name and adds it to the Reports section of the home page side menu.

    Set as Home Report

    The report opens after you log in to Reporting and Analytics.

    Enable Auto Run

    Controls if the report runs after you click the report. If you turn off this setting, you have to click Run Report every time you want to run the report.

  6. Click Run Report.