Learn how to efficiently save reports in Keystone as an admin with this tutorial. Saving reports allows for quick access to important data, helping you streamline your analysis and decision-making.
Click on Reports in the blue ribbon at the top of your screen.
Under Advanced Reports, choose the type of report you want to save, such as Orders.
Select the Data Points you want to include. For example, to create a cancellation report, you might choose:
- Order Status: Cancelled
- Cancelled Reason
- Cancelled Date
Add additional fields as needed to tailor your report.
At the bottom of the screen, click Save Report (located next to Generate Report).
Enter a Name for your report.
Specify a default time range for the report, such as the last 7 days.
Click Save to store the report for future use.
Load Saved Reports
Click the three dots at the top of the screen next to Report Type.
Select Load Report Settings.
Choose your saved report to automatically load the preconfigured date range and data points.
Click Load to view the results.
Delete Saved Reports
Click the three dots at the top of the Reports section.
Select Delete Report Settings.
Choose the report you want to delete.
Click Delete to delete the saved report.
That’s how you save, load, and delete reports within Keystone. For further assistance, feel free to reach out to the support team.