Using Summary Reports
Summary Reports can be used to get a quick insight into what's happening in your business
On the Reports Tab, you'll find the Summary Reports page, offering an insightful overview of essential topics.
- Blues Notes
- Corrective Actions and more
These reports will either show a count of the respective Form Category or a Summary of the relative data. To explore the data in more detail, simply click on the Eye Icon next to a completed Form or jump over to the Form Reports page.
You can also export the information by downloading, emailing, or printing directly from this page.
Filtering & Sort Summary Reports
You can filter your Reports page in multiple ways:
|Sort Summary Reports|| Click the Settings wheel in the top right corner to re-order Summary Reports.
Click the eye icon to hide any reports that aren't relevant to you.
|Select Site(s)|| Once you've opened the Summary Report select one or multiple sites to filter your report by Sites.