How to Generate and View a Report

To generate and view reports on your Exercise.com for Business Reports platform, follow the steps below.

1. Click the Arrow to Expand the ‘Account’ Menu

Click the arrow to expand the “Account” menu on your dashboard.

2. Click ‘Reports’

Select the “Reports” option to view available report types.

3. Search for a Report

On the Reports page, use the search bar to find the report you need and select it from the filtered results.

4. Select a Report to View Details

Click a report from the list to open an itemized view of the data.

5. Use Filters to Refine Results

Filter your reports by Date Range, Location, Staff Member, Payment Method, Client, and more.

6. Click ‘Refresh Report’

Click the “Refresh Report” button to update data with the latest entries.

7. Export Report Data (CSV)

Click the “Export” button to generate a CSV file in a new browser tab.

8. Open Export Options

Click the export options icon to open the export menu.

9. Choose Export Format

Select the “Copy Function and Refresh Report” option to copy the export formula.

10. Paste Copied Formula in Google Sheets

Use the IMPORTDATA function in Google Sheets to paste the copied formula and import your report data.

11. Verify Data Accuracy

Compare the imported data with your web-based report to confirm accuracy.

12. Customize Report Settings

Click the settings icon to customize report columns. Edit column names, reorder columns, or hide specific fields, then click Save.

13. Save Customized Report

Click Save to store your customized report for future access and use.

14. Search Within Report

Use the “Search Report” field to quickly locate terms or data within your report.

15. Review Numeric and Currency Totals

Columns with numeric or currency data automatically calculate totals, helping verify report accuracy.

You can now generate, export, and customize reports within your Exercise.com for Business platform to gain insights into performance, revenue, and operations. Learn more in related guides such as How to Customize Report Columns and How to Export Reports to Google Sheets.