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Running Reports in Sportsman

Running Reports in Sportsman

  1. After logging into Sportsman Web, the first screen you'll see is the Dashboard. On the top navigation bar in the top left click "Reporting"

  2. Select the data type you want to report on in the left panel. For this example, I'll choose the"Financial" option

    1. This will display a list of reports you can run to obtain financial data
      Reference Image 1

      NOTE: You can customize most of these reports to fit your needs

  3. On each of the reports, you will find several filter options to narrow down your data to specific date ranges, GL Accounts, and tills, provide a data summary, pull a detailed report showing each individual receipt, and more

  4. The "Financial Activity Report (GL)" is one of the most used reports in Sportsman due to the flexibility it provides when pulling data

    1. After setting the desired report filters click [Run Report]
      Reference Image 2

    2. This will generate a report inside of Sportsman for your preview and search

    3. If you need to export the data in any report, there is a button to [Export] on the top right of the report

      1. You can export the report data to PDF, CSV, or Excel
        Reference Image 3

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