Why Use This Function:

Reporting App Settings provide configurable options within the Reporting App used to manage and control available features.

Settings can be adjusted individually or in groups to support structured configuration.

This allows for controlled configuration, ensuring that the Reporting App is aligned with the Practice’s requirements and remains simple and consistent to use.

Each feature that you opt in to see has a specific status, which determines the stability of the feature:
🔴Experimental: New or developing features that are still being tested and may change or have issues.
🔵Beta: Mostly complete features available for testing before full release, with possible minor improvements still needed.
🟢Stable: Fully tested, reliable, and ready for everyday use.

The Contents of This User Manual:

• Features
• Export
• Import
• Delete
  
  

• This user manual will start on the Report App screen.

• For more information on how to navigate to the Report App screen, please refer to the user manual: Reporting App: Navigation and Use.

💡Please Note: You can also navigate to the Report App by adding /app/reporting/settings to the end of your site URL.

• Click on the Settings button.

• The Settings screen, Features tab will open.

Features

A List of all the Features that you are able to configure within the Reporting App.

• Click on the Toggle All slider to enable or disable all the listed features.

• Click on the slider next to the relevant feature to enable or disable live reporting for that specific feature.

Export

Allows you to export the Advanced Report Data as a JSON file to your local device.

• Click on the Export tab.

• The Data Management screen will open.

💡Please Note: From the Export tab, you can back up and transfer local Advanced Reports.

• Tick the Checkboxes next to the applicable stores to select the store for export.

• Click on the Export Selected Stores button to export the selected stores.

Import

• Click on the Choose File button to upload a previously exported JSON file to restore your data.

Delete

Removes selected local Advanced Reports data. 

💡Please Note: Please take caution when deleting data, as this action cannot be undone.

• Tick the Checkboxes next to the applicable stores to select the store for deletion.
  

• Click on the Delete Selected Stores button to delete the selected stores.