Corporate Reports

For operators with more than one facility, it is essential to be able to see all of your facilities' data with one click of a button. The Corporate Reports section of storEDGE offers users that functionality.

Within this section of the software you will find the most popular reports from the Reports Tab for each of your facilities. The difference you'll see at the Corporate level is that you can run concatenated reports for all of your facilities or for the facility groups that you have created. You can also schedule reports to run on a daily, weekly, monthly or quarterly basis.

Running Reports

To run concatenated reports for all of your facilities or a group of facilities, follow these steps:

1.  When you are logged into one of your facilities, click on the Corporate button in the black navigation bar.

2.  Click on the pie chart icon on the left side of the screen to navigate to the Reports section.

3.  The default tab is the Running Reports section. From here, choose the type of report you’d like to run from either the Financial, Insurance, Management, Merchandise or Occupancy groups.

4.  Within the report groups, choose the report you’d like to run.

5.  If a date or date range is required, you will need to enter that in the fields provided prior to generating the report.

6.  Choose from the dropdown whether you would like to run the report for All Facilities or from a group you have created.

7.  Click Generate Report.

8.  Once the report has been created, click the Download Report button.

Your report will open in a new browser tab.

Scheduling Reports

To schedule a report to be generated on a daily, weekly, monthly or quarterly basis, follow these steps:

1.  When you are logged into one of your facilities, click on the Corporate button in the black navigation bar.

2.  Click on the pie chart icon on the left side of the screen to navigate to the Reports section.

3.  Click on the second tab Scheduled Reports.

4.  In the upper left corner, click on the New Scheduled Report. The Schedule Report pop up will open.

5.  TYPE and NAME: Choose from the type and name of the report you’d like to schedule from the dropdowns.

6.  SCHEDULE: Select the daily, weekly, monthly or quarterly schedule from the dropdown.

  • Daily: By choosing daily you will receive an email containing a link to the report every morning. The report will contain yesterday’s information in it.
  • Weekly: By choosing weekly you will receive an email containing a link to the report every Monday morning. The report will contain last week’s information in it.
  • Monthly: By choosing monthly, you will receive an email containing a link to the report on the 1st of the month. The report will contain last month’s information in it.
  • Quarterly: By choosing quarterly, you will receive an email containing a link to the report on the 1st day of the new quarter. The report will contain last quarter’s information in it.

7.  GROUP / FACILITIES: Select to run the report for a group of facilities or all facilities.

8.  ADDITIONAL RECIPIENT: A link to the report you are scheduling will automatically be emailed to you, the logged in user. If you would like to have other people receive the report, those individuals will need to have a user name set up for them in Corporate Settings, Users. Additionally any user, including yourself, who would like to receive email updates that scheduled reports are ready, they must have a valid email address associated with his/her user account.

9.  Click Save.

Your report has now been scheduled. The Scheduled Reports tab will now display the name, type, group/facilities, schedule and recipient information you previously entered in the steps above. You may edit this information at any time by clicking the Edit button on the right. You may also delete this scheduled report at any time clicking the Delete button on the right.

Note: When you receive emails about your scheduled reports, they will contain links to the reports you have scheduled for your facility. To view these reports, you must login to storEDGE. This helps us keep your facility's data secure.

Scheduling Reports for Other Users

Sometimes you need to schedule reports to be sent to other people. As mentioned above, you can add them to the schedule you've set for yourself, but there's another way to schedule reports for others.

First, as mentioned above, the person who will be receiving an email with a link to the report needs to be set up as a user. Additionally it's that person who needs to schedule his or her own reports. A way around this is to setup the user with a username and password. Save the user. Next edit the user to add in their email address. Then login as that user and schedule the reports that person wants.

 

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