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Interactive Reports
Click any bar, slice or point on a report’s chart and a window opens with every record behind it: the bookings in that month, the invoices for that treatment. Print it or take it away as a CSV for a spreadsheet.
It works on the charts in Reports and on report tiles pinned to the Dashboard. Up to 1,000 records are shown at a time.
Premium. On other plans the charts still show; a click explains what it would do.
1 Open a report with a chart Reports → any report showing bars, a pie or a line.
2 Click a bar The records that make it up appear.
3 Print or export Print or CSV at the top of the window.
FAQ
Nothing happens when I click.
Check the hint under the chart. A padlock means it is part of Premium.
The window shows fewer records than the bar.
Only the first 1,000 are listed. Narrow the report’s dates to see the rest.