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How do I run reports?

You can run reports by logging into individual locations from SiteLink Web Edition or, if you have access to SiteLink Corporate Control Center, you can access reports for all locations associated with your company. A full list of standard reports is available in our article: SiteLink Reports. If you would like to schedule reports to run automatically, you can find instructions in our article: How do I set up Reporting Jobs? and best practices in our article: Report Scheduler best practices and troubleshooting.

SiteLink Web Edition


 

1. Click Reports from the menu on the left.  SLWE_reports.png
2. Double click a report to view it.

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3. For most reports, you will select the Reporting Period start date and the time Period you would like included in the report or you can select Start & End Dates to customize your reporting period. Some reports will have additional sorting or filtering options.

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4. You can choose to Print or Export the report from the Report Viewer if you would like. 

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Batch Report Processing

1. You can print multiple reports at a time by clicking Batch Report Processing batch_report_processing.png
2. Check the reports you would like to print, set the Start and End dates for the reporting period you would like included, and click Process Selections.

process_selections.png

 

Custom Reports

If you have custom reports that have been created for your Corp and made available in SiteLink Web Edition, click the Custom Reports button on the bottom of the screen to access them. 

SLWE_custom_reports.png

 

In SiteLink Corporate Control Center


1. Click Reports from the menu on the left. CCC_reports.png
2. Check the boxes for the location or locations you would like included in the report/s and click Next.

select_sites_copy.png

 

 

View and print a report

 

1. To quickly view, print, or export a single report, double click the report name. Screen_Shot_2022-02-21_at_2.30.21_PM.png
2. For most reports, you will select the Reporting Period start date and the time Period you would like included in the report or you can select Start & End Dates to customize your reporting period. Some reports will have additional sorting or filtering options.

Screen_Shot_2022-02-21_at_2.32.06_PM.png

3. Click OK.  
4. You can choose to Print or Export the report from the Report Viewer if you would like.  print_export.png

 

Export multiple reports

You can export multiple reports at a time by checking the reports you would like to export on the main Reports screen. Select the Export Options and file format option you prefer. Click Export.

export_options.png

Custom Reports

If you have custom reports that have been created for your Corp and made available in SiteLink Corporate Control Center, click the Custom Reports button on the right side of the screen to access them. 

custom_reports.png

Print multiple reports

If you would like to print multiple reports at the same time, check the reports you want to print. Click Print All Checked Reports. You will be prompted to select your printer and then select the Reporting Period and any other available options based on the reports you are printing.

print_reports.png

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