Operate Reports Overview

General Information about Operate Reports

Stuart avatar
Written by Stuart
Updated over a week ago

All of the data that you work with in Operate is gathered into a comprehensive database that you can use later on for reporting purposes. Operate provides a series of default reports,

Operate reports allow you to choose from a wide variety of fields, coming from all modules, that retrieve data from within your system, to build customized reports, according to your needs.

Reports are easy to organize in folders, which can be specific to different modules or areas of your business; such as for billing, sales, occupancy, etc. These folders are displayed as separate lists, on your main reports screen, from where you can manage them, using the Manage Folders button. Here is where you can create, edit or remove folders, the same way you do so with other records.

There are two major types of reports:

  1. Standard Reports - These are pre-configured within Operate. They can be edited, but cannot be scheduled or removed. See the list of available standard reports.

  2. Custom Reports - These are the reports that you create yourself. They are editable and removable. You will easily recognise them by the red “x” sign next to them. Custom reports can be scheduled. Learn more about scheduling reports.

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