Teesnap Reports: Update

Teesnap Reports: 

Teesnap Reports are accessible through the Teesnap Admin portal and leverage the powerfully fast and highly scalable Sigma platform. We will no longer be running the reports through an overnight extract. Teesnap Reports are moving to data refreshes throughout the day for all reporting workbooks. The reports will have a refresh label at the bottom left of each report showing when it was last updated.

To create reports operators can:

• Access a list of pre-queried reports. 

• Customize and bookmark reports that include course-specific filters 
• Access through the Teesnap Administrative Portal (see image below) or create subscriptions to have reports delivered on a set schedule to your inbox.

Below are a list of available workbooks:

Daily Report

Sales and Cash Overview

Sales Summary

Rounds Report

Closeout Summary

Gift Cards

Accounts Receivable

Employee Overview

Inventory

Promotions

Customer Segments

Tips and Tabs

Remittance

Teesnap Reports: Bookmarking Reports (Custom Filters)

Here is how you apply and save a custom report filter:

Start by clicking on the green drop-down arrow in the bottom right corner of the screen, then selecting "Save as new Bookmark".

In the save bookmark window, the report's name will appear, you can also check the box to indicate that is the default view of the report you want. Click Save to finalize this bookmark.

Teesnap Reports: Schedule Export (Subscriptions)

Here is how you create and save an export (subscription). Exports can be set to send by date and you can control recipients. 

On the left side of the screen begin by clicking "Schedule Export or Send Now".

After clicking Schedule Export a window will appear where you will click "Add Schedule".

The Schedule Exports window will appear where you will name the schedule, choose a sending schedule, and add recipient email addresses.

Now you're able to assign a subject line and an email body. This is a nice feature when an export is going to multiple people as it gives individuals an idea of why/what is detailed in the report. You will also select which attachment(s) you desire to receive as well as format/layout. The updated reports export will allow you to choose multiple attachments for example: Sales and Cash Overview and Closeout Summary.

Next, you can schedule the export by choosing which day, days or all days they want to receive the report. Once you've set the schedule you'll click Create Schedule. 

After the export is scheduled, the user has the ability to edit, send now, pause or delete a scheduled export from the same screen. This is different from the previous subscription management page that required additional login steps for the user.