How to create a custom report

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  • #1485926
    Shelley Montreuil
    Participant

    I desperately need to be able to generate reports showing a breakdown of how many people stayed during each month broken down by where they are from ie: Canada, United States, Germany …

    I also need to be able to pull a monthly financial data breakdown ie: how much in sales and how much of that was tax.

    There does not seem to be a way to do this. Has anyone else already dealt with this issue? And, if so, how did you manage it?

    #1485990
    Glen Smith
    Participant
    This reply has been marked as private.
    #1486257
    Pavel Lukáš
    Participant

    Here you can find what you need – you can then filter it in Excel.

    Reports (CSV)

    #1486377
    Shelley Montreuil
    Participant

    Hey there Pavel, I do already know how to export a CSV of the data however it requires a lot of massaging in order to get the details I am looking for. I need to set up a more user-friendly option for my clients.

    #1489653
    J. Davis
    Keymaster

    Hi Shelley,

    There are no other options except for exporting the reports in CSV format. You may try to search for a service that would allow you to import CSV files and analyze data in a more convenient way than using Google SpeadSheet or Excel.

    best regards,
    John Davis

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