The Reports module gives you access to a range of reports for viewing and comparing information from across your WeTrack system. Reports can be downloaded as PDF or XLSX files and sent automatically by email as often as you choose. Reporting is available for every WeTrack module.
To open the Reports module, click Reports in the left sidebar.
The Reports page has a search bar and tabs for managing your saved and shared reports, including your Favorites, reports suggested to you, and reports you have shared with others or received. Click Build New Report to get started; see Create a New Report for instructions.
No specific report permission is needed to create or access reports, but you will only be able to report on data which your module permissions give you access to.
In this article:
Favorite Reports
The Favorites tab lists reports you have created or have saved as a favorite.
- After building and previewing a report, saving the report will set it as a Favorite.
- On a report which has been suggested for you, click the three-dot icon at the right and select Add to Favorites.
Suggest Reports
Admin users can suggest reports to the rest of the team. After building and previewing a report, click Save and check Save as Suggested Report for other users to add it to the team's Suggested reports list.
Export a Report
Reports can be exported as a PDF or XLSX file from any report preview page. Click Export in the header to select your format. XLSX exports one section at a time. PDF exports can cover just the current section or the whole report, and are saved to the Document Manager for 30 days.
See Export a Report for full instructions.
Share Reports With Your Team
You can email any report to any user, including yourself, as often as you wish. From any report preview page, click Share and select either Share Immediately (Once) or Scheduled Sharing Settings. From there, set a title, select recipients, and choose a frequency. The email will include a PDF attachment as well as a link to the report in WeTrack.
Shared reports are managed from the tabs on the Reports page. You can view reports shared with you, reports you have shared with others, and for admin users, all reports shared across the team.
See Share/Email a Report for full instructions.