How do I filter Reports?

To filter Reports, click the overflow menu in the upper left hand corner. In the sidebar, select Reports and click the desired Report.

The gray ribbon underneath the report title displays the Company, Location, Department, and Time Span. Simply select which criteria you'd like to filter. Any selection will open the filter sidebar.

If you'd like to make multiple selections within the side bar, simply click the appropriate heading tab in the side bar to view and select those filter options. 

Note the custom filter option under Time Span, which allows you to manually type in dates or select a range of dates from a pop-up calendar.

The location tab, by default, offers the option to select any number of stores that the user has the credentials to view.

Date Check Pro also offers the option to establish tiers of both stores and users. For example, tiers can be established by region and/or district. Users with region or district manager accounts will be able to view all stores within the appropriate tier, and generate reports for those stores. If you are interested in establishing tiers for your company, please contact the Customer Success team at [email protected] or call 262-458-2470 Ext. 2.

After making all selections, click the Set Filters button in the lower right corner. To send the Report to your email, simply click the Email Excel Export button.