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800.423.8100Creating Custom Reports
Your Day Smart software, i.e. Salon Iris, Orchid, 123Pet, and iBook, allows you to create your own
custom reports. There
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How to fill out creating custom reports
How to fill out creating custom reports:
01
Start by selecting the appropriate reporting tool or software. There are various options available in the market, such as Microsoft Excel, Google Data Studio, or business intelligence platforms like Tableau or Power BI. Choose one that aligns with your needs and skillset.
02
Identify the data sources you want to include in your custom report. This could be data from various departments within your organization, external sources, or specific software applications. Ensure that you have access to the required data and that it is organized in a format suitable for analysis.
03
Determine the key metrics and KPIs (Key Performance Indicators) that you want to display in your custom report. These metrics should align with your business goals and objectives. Consider what information is most valuable for decision-making and identifying trends.
04
Design the layout and structure of your custom report. Consider the audience who will be using the report and ensure that the layout is intuitive and easy to understand. Choose appropriate visualizations, such as charts, graphs, or tables, to represent the data effectively.
05
Retrieve and import the necessary data into the reporting tool. This may involve connecting to different databases, APIs, or importing files. Ensure that the data is accurate, up-to-date, and properly formatted for analysis.
06
Create the required calculations or formulas to derive the desired insights from the data. This may involve aggregating data, applying filters, or performing calculations based on specific business logic. Validate the accuracy of your calculations to ensure the integrity of your custom report.
07
Customize the appearance of your report by applying formatting options and branding elements. This includes choosing color schemes, fonts, adding logos, or any other design elements that align with your organization's visual identity.
08
Test your custom report to verify that it displays the intended information accurately. Check for any data inconsistencies, formatting issues, or calculation errors. Make necessary adjustments and revisions as needed.
09
Once satisfied with your custom report, share it with the intended audience. This may involve exporting the report as a PDF, sharing it via email, or granting access to the reporting tool for real-time access. Communicate any instructions or guidelines to ensure that the report is utilized effectively.
Who needs creating custom reports?
01
Business owners and managers who want to track and analyze key business metrics to make informed decisions.
02
Marketing professionals who need to measure the effectiveness of their campaigns and analyze customer behavior.
03
Financial teams who require customized financial reports for budgeting, forecasting, and performance analysis.
04
Operations and supply chain managers who need to monitor performance metrics, inventory levels, and production efficiency.
05
Human resources professionals who want to analyze employee data, such as turnover rates, performance evaluations, or diversity metrics.
Overall, anyone who seeks to gain actionable insights from specific data sources or wants to present information in a customized manner can benefit from creating custom reports.
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