SECTIONS:
Accessing Reports
Favoriting a Report
Running a Report
Sorting Report Columns
Scheduling, Downloading, and Emailing a Report
Watch this quick video to learn how to use the Reports app and get the insights you need with confidence.
Accessing Reports
To open the Reports app, sign in to Quore on your desktop. Select the App Switcher, then scroll down and choose Reports. You’ll be taken directly to the Reports app, where you can view and manage your reports.
Favoriting a Report
Click the star next to the reports you use most to add them to your Favorites tab for quick access. You can also use the Search bar to quickly find your favorite reports whenever you need them.
Pro Tip: Not only can you favorite your most used reports, but we’ll even save your most recently viewed reports in the Most Recent section.
Running a Report
To run a report:
- Open the Reports app and select the report you want to run.
- Choose the filters for your report. Available filter options vary by report.
- Click Run Report to generate your results.
Sorting Report Columns
After running the report, use the arrows at the top of each column to sort your data. Your sorting selections will remain in place when you export the file.
Scheduling, Emailing, and Downloading a Report
Once your report is ready, use the icons at the top of the report to schedule it, email it, or download it. To print a report, download it first and then print it from the exported file. Available print options may vary based on the file type you select, including PDF, CSV, and XLS.
