Overview

This guide shows you how to explore existing report categories and create your own in CORE. Creating custom report categories helps you quickly access filtered reports without reapplying the same settings every time.

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Prerequisites

Before you begin:

• You must have access to the Reports module in CORE
• Make sure your user role includes permissions to save and manage reports

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Step-by-step instructions

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1. Open the reports module

1. Click Reports in the top navigation bar
2. Scroll through the main report categories:
   • Clients and Attendance
   • Marketing
   • Financial
   • Staff
   • Inventory

Tip: If you're managing your own reporting needs, you can create a custom category to keep everything organized.

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2. Apply filters to a report

1. Choose a report — for example, New Client Report
2. Add any filters you need (e.g. Package Name, Date Range, etc.)
3. Click Apply

Tip: Always hit Apply after adding filters to make sure they're active.

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3. Save your custom report

1. Once your report is filtered, click Save Report
2. Give your report a name — e.g. New Clients
3. Under Category, you can:
   • Choose an existing category, OR
   • Click Create New Category and name it (e.g. My Reports or your brand name)
4. Click Save Report

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4. View your saved custom report

1. Go back to the main Reports page
2. You’ll now see your new category listed on the left
3. Click on your saved report — filters will be automatically applied

Tip: This is a great way to save time if you regularly run the same filtered reports.
 

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Expected outcome

You’ll have a custom report category with one or more saved reports — each pre-filtered and ready to run with one click.

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FAQs

Q: Can I rename a custom report category later?

A: Currently, categories can't be renamed after creation. You’ll need to make a new one and re-save your reports under it.

Q: Can I share my saved reports with teammates?

A: Yes, saved reports are visible to others with access to Reports (based on their role permissions).

Q: What if I forget to apply filters before saving?

A: The saved report will show unfiltered data. Always double-check that your filters are applied before saving.

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Still need help?

Reach out to our support team via [email protected]