How do I create a report in Boardroom?
Track your key metrics via customizable, email-based reports.
Boardroom Support Team
Last Update há 3 meses
To create a new email-based report in Boardroom, on the Homepage, simply click Actions > Schedule New Report. Follow the prompts to create your automated report.
Note: Alternatively, you can go to Settings > Reports.
First, add a report name and enter the email addresses of who should receive this report. Then select the reporting period and which brand(s) should be included in the report.
For example, you could instruct Boardroom to send a report for all of your connected stores containing the data from the past 1 month.
Next, choose which metrics you would like included in the report.
Finally, choose when the report should be sent and the recurrence.
For example, you could send this report 1 time, or you could schedule this report to be sent once per day, week, or month.
You can edit your scheduled reports on the Settings > Reports page.
Boardroom's Power Grids
Another powerful reporting option in Boardroom is our "Power Grids".
Our grids allow you to have full control over your data by sorting, searching/filtering, toggling columns, and exporting to excel.
You can even “save a view”, which means you’ll be able to reload your favorite set of filters and columns later with the click of a button!
You can find our grids on almost every page in Boardroom.
Below is an image giving an overview of the main grid functionality.
