Get Started with the Report Feature

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1. Understanding the Feature

Shopl's Report feature allows businesses to create templates for various types of reports and easily request submissions from employees.

Admins can quickly request daily, monthly, or other recurring reports, as well as forms like applications. Employees can conveniently submit reports from anywhere.

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2. Getting Started with the Feature

Activating the Feature

To use the report feature, you must first enable it.

1. Go to PC Dashboard > Feature Settings > [Communication].
2. Please activate it to use the report feature.

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Adding a Report Box

Before creating a report template, you need to add a Report Box.

You can add a Report Box from the Report page.

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Adding a Report Box from the Report Page

1. Go to PC Dashboard > Reports > Click the More [⁝] button > Edit.
2. Add the Report Box you wish to use.

💡 In the Report Box edit window, you can change the name and order of your report boxes. Try rearranging them to make them easier to view!

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