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Can I Report On Multiple Organizations in a Chain?
Can I Report On Multiple Organizations in a Chain?
Updated over 4 months ago

Related Questions:

  • Can I pull Multi-Organization reports from the Chain?

  • How do I create a report including all of the Properties in a Chain?

  • Are there reports that cover the whole Chain?

  • Can I Report Over The Chain?

Answer:

Currently, there are several reports that can be pulled across the Chain. These are:

  • Booking List

  • Account List

  • Contact List

  • Task List

If using the New Look ->

  1. Click on your profile in the top right-hand corner

  2. From the dropdown of your Organizations, click Chain

  3. Click Reports on the left-hand side toolbar.

  4. Choose the Report you would like to pull

  5. Add any relevant filters & columns

  6. Save and/or Export if needed

If using the Classic Look

  1. Click on your profile in the top right-hand corner

  2. Click Multi-Organization

  3. Click on the area you'd like to view a list of (eg Contacts)

  4. Add any relevant filters & columns

  5. Save and/or Export if needed

You must be a chain admin to access the Chain Dashboard.

For more information on Reporting you can click the link below.

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