Reports - Filter

Use different filter options that can be applied in the Reports section to generate specific reports.

Reports - Filtering Options across the Top

Days to Search
Type of Survey
All Locations
Departments

Days to Search options Last 30 Days Last 3 months Last 6 months Last 12 months

Select date From: Enter from date To: Enter to date

   Type of Survey options

                                                                           All survey types
                                                                           Relational Survey
                                                                           Relational and Depts
                                                                           Department Survey
                                                                           One off Survey

All Locations displays by default, which means data from all locations and departments will appear in the results.

Click All Locations and Check box beside club name
- Option to check multiple locations
- Only clubs managed by a management company will see more than one location in the drop down
Click outside of the drop down box to complete selection

The All Departments filter appears only after the club name is selected from All Locations.

All Departments filter appears after the Club name is selected from All Location filter. This filter provides the option to view data for all, a specific or multiple departments.

Click All Departments - to select department(s) to view
- Check one or multiple boxes from the list
Click outside of the drop down box to complete selection

Departments listed will depend on what the Club set up in Jonas/Encore

Reports - Filter

Option to specify time frame, type of survey and department(s) information to view in reports.

How to use Reports

Learn about the three sections: Chart, Detail and Responses/Recipients found in the reports.

Report Types

To see further information that is presented in the different reports.