How to Access and Download Reports

Reports allow you to export data for sharing, recordkeeping, or review of your team’s field activity, performance over time, operational efficiency, and other related data. For details about each available report type, see Types of Reports.

In Hellotracks Business, you can create reports in two ways:

• Standard report: create and download a report immediately.
• Recurring report: create a scheduled report that is generated and sent automatically.

In this guide:

1. Create a Standard Report
2. Create a Recurring Report

Step 1: To access Reports, go to Analyze from the main menu and select Reports.

1. Create a Standard Report

Before you start: follow Step 1 at the beginning of this guide to access Reports.

Step 1: In Reports, select Create new reports to create a new report.

Step 2: Choose a report type. To learn more about each report type, see Types of Reports.

Step 3: Click Start.

Step 4: Select the member(s) or Place(s) you want to include in the report, then click Accept and Next.

These options vary by report type. If they don’t appear, skip this step.

Step 5: Select the start and end dates for the report, then click Next.

Step 6: Customize the columns by reordering, renaming, or removing them to define the data included in your report, then click Next.

These options vary by report type. If they don’t appear, skip this step.

Step 7: Confirm the format and click Download.

Available formats vary by report type.

2. Create a Recurring Report

Before you start: follow Step 1 at the beginning of this guide to access Reports.

Step 1: In Reports, select Create new reports to create a recurring report.

Step 2: Choose a report type. To learn more about each report type, see Types of Reports.

Step 3: Click Setup recurring report.

Step 4: Select the member(s) or Place(s) you want to include in the report, then click Accept and Next.

These options vary by report type. If they don’t appear, skip this step.

Step 5: Select the time frame (Daily, Weekly, or Every two weeks), then click Next.

Step 6: Select the day(s) of the week the report will be created, then click Next.

Step 7: Customize the columns by reordering, renaming, or removing them to define the data included in your report, then click Next.

These options vary by report type. If they don’t appear, skip this step.

Step 8: Confirm the format, then click Next.

Available formats vary by report type.

Step 9: Select the member(s) who should receive the notification when the report is created, then click Next.

Step 10: Enter a title for your recurring report, then click Save.