Reports - generating the user by postcode report

• In the Portal go to Reports then select Site reports
• Select your site

• In the Carbon section click on User by Postcode

• Select a From date and To date
• Click Postcodes 

• Enter full or partial strings of the postcode. If you enter a partial string the report will include all postcodes with that starting string

• Leave blank to show results for all postcodes.

• Once you have entered the postcode click on the submit button
• Enter any other postcodes required in the report- to remove a postcode click on the x
• Click Content Options

• Select which sections you would like to display in the report
• Click Zones- select the Zones you would like to run the report against
• Click Organisations- select which organisations you would like included in the report

• Click Access Groups- select the access group you would like included in the report
• Click Formatting- specify how you would like the report displayed and printed
• Click User Fields-select which information you would like included in the report e.g Trade
• Click Calculation

• Select the options you would like, there relate to time durations
• Click Generate, the report can be printed, downloaded as PDF & CSV

If you would like any further training using our Reports tool, please contact sales@biositesystems.com