Getting started with Reports

1. About the feature

Shopl's Reports feature lets you turn the many types of reports your company uses into templates and easily request submissions from your members.

Administrators can quickly request anything from recurring daily/monthly reports to various request forms, and staff can easily submit reports from anywhere.

General reports and approval reports

When you create a report folder, you can choose one of two types depending on how it will be used.

General report
Submitted reports are reviewed by the designated recipients.

• Best suited for reports where you need an overview of submissions, such as daily work reports or store inspection checklists.
• You can view the number of submissions by period in a chart.

‍

Approval report
Submitted reports are approved or rejected step by step by approvers in a set order.

• Ideal for documents that need to be reviewed by multiple people, such as expense reports and proposals.
• You can set up an approval line with up to 7 steps.

⚠️ The report folder type can only be selected when you add the folder. It cannot be changed afterward. Choose the type that fits the purpose of your reports.

‍

2. Turning on the feature

To use the Reports feature, you first need to turn it on.

1. Go to Dashboard > Feature settings > [Communication].
2. Turn on the Reports feature.

💡 Clicking the [Detailed settings] button for Reports in Feature settings takes you to the Reports menu page and opens the [Edit report folder] screen at the same time, so you can add a report folder right away.

‍

3. Next steps

Once you have activated the feature, get ready to use Reports by following the steps below.

1. Add a report folder: Add a general or approval report folder.
2. Set report folder operators: Designate the operators who manage the report folder.
3. Create report templates: Create templates for the report forms your members will fill out.

‍