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Generating reports
Running business reports
Running business reports
Bill Arconati avatar
Written by Bill Arconati
Updated over a week ago

SortScape includes a number of predefined reports to help you gain insight into your business. Using this data you can answer questions like:

  • Which customers do I spend the most time on?

  • Which of my employees work the most hours?

  • What is my future future estimated revenue?

Accessing business reports

Only administrators have access to the reports screen.

Business reports can be accessed by clicking from the "Reports" option in the top navigation or by clicking here.

Modifying and export reports

When viewing a report, you can set the chart type (like line, bar, pie, etc) and filter on attributes that are relevant to the report.

To modify the report, click on the "magnifying glass" icon next to the report title.

You will then be able to apply filters and export your chart data as shown below:

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