Run, filter and drill into a report

Pick a date range and branch, page through the rows, and open a status or group to see the records behind it.

OwnerManagerFront deskStaffNeeds reports.readWebAppOpen in Shapzo

Run a report

Open a report from the library.
Choose the Date range: Today, Yesterday, Last 7 days, Last 30 days, This week, This month, Last month, or your own dates.
Choose the Branch, or All branches, where the report supports it.
Reports with many rows add Search and filters such as Payment status, Payment mode or Movement type, and page through the rows.
Where a summary can be opened, click View details: {{status}} ({{count}}) to see the underlying records, then Back to summary.

Back to Reports returns to the library.

Open a report from the library.

A report open in the app with its filter bar highlighted
The filter bar under the title holds the Date range presets and the Branch; reports with many rows add Search and the same filters, and page through the rows.
The tiles come first; tap What these figures mean for the definitions. Charts and tables follow one under the other, and a summary row opens its records the same way.

No data for this range: try a wider range or another branch.
That date range is too wide for a live view. Narrow it, or use Export instead.: the live view is capped to keep it fast; the export is not.
Report not found or not available to you: your role does not include it.