Reports ability to pull seperate offices.

Posted about 1 month ago by SkySlope Support

Post a topic
S
SkySlope Support Admin

Created By Gwen Wadley

Requester

I need to be able to pull reports by offices. I am over two office and I select the office but it lumps all those in one. Therefore I have to figure reports separately. A dread every time.

0 Votes


4 Comments

Sorted by
S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Jen,

Thanks for reaching out and following up on this post. I understand your requests and I agree - we need options, filtering, and simplification of these Master Data Reports. I'll continue to document this feedback and closely monitor this thread.

Have a great day!

Kasey, Product Operations

 

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Jen Cruikshank

Requester

Part of the issue I have with the Master Data Report is the assumption that everyone is an expert with Excel.  There should be some basic reports created by SS or customizable reports for users.  Leave the Master for those that use it but otherwise, it would be really nice to have some simple reports to choose from.

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Athena,

Thanks for reaching out! I am sorry to see that you are experiencing frustrations when running data reports. If you are able to download the full report you could sort & filter by the office in excel. Unfortunately, if you aren't able to download the full report due to the file size - that wouldn't be helpful. 

Although we don't have a filtering option at this time, we may have another solution in the meantime, in which you could create a secondary profile assigned to the office(s) that you need specific reports for. You would need to use a different email address, but you could change the office(s) if needed from your primary account.

You can always reach our support team to assist you with this. You can reach our support via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.

 

Kindest regards,

Kasey, Product Operations

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Athena Barnhart

Requester

Absolute nightmare. Our DMB's have ALL offices so it's impossible to run the Master Data Report. We also have two states and we are completely unable to even download the report because it's too big. Sometimes Skyslope is ridiculously simplistic and that creates a world of problems.

0 Votes

Login or Sign up to post a comment