Exporting Reports - CR

You can view and export your reports directly from Clik Remote using the Manager, Customer or Sales logins.

To do so, you will first need to make sure you have set up the reports you want to be generated in Clik Service.

Go to the ‘Reporting’ tab in the side menu to bring up the reports you can access.

You can filter through the available types of reports with the top menu. This will vary depending on which reports the user has access to. To add or remove reports, you will need to adjust the user privileges in Clik Service.

Select the type and the specific report from the drop-down to display the available data. To export, select the ‘Export’ button when ready. This will then save an Excel file to your local documents.

Published: April 2020