Business Reports

The Business Reports in the main window of sapio365 give a summary of counts and graphical representations of your data. Business Reports can be saved as PDFs and they can be emailed directly or by scheduling them.

Listed Business Reports (sapio365 logo) were built by Ytria.

These cannot be deleted, but you can duplicate any of them to edit them to create your own Business Reports.

1. Start typing here to search for a Business Report using corresponding keywords.

2. Select a Business Report and see its details on the right.

3. Open the selected Business Reports.

4. Set the Business report as a favorite to see it at the top of the list.

5. Duplicate the selected Business Report in order to tweak it and make it your own. Only custom Business Reports can be deleted or edited.

6. Schedule the emailing of the selected Business Report.

7. See your saved and scheduled reports. Click on one and you’ll see its template on the left. To delete a saved or scheduled Business Report, hover over it to see a trash can icon that you can click.

8. Click to see the list of Business Reports that have been published.

9. Watch a short video on ‘Business Reports’.