Understory

- A step-by-step guide
- General advice and tips

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Open Grow tab in the sidebar navigation menu

1. Select Insights in the submenu

Wait for the report to be ready for download

Click on the Arrow pointing down to download the report ​

1. Open Grow tab in the sidebar navigation menu
 1. Select Insights in the submenu 
2. In the right corner, click Reports
 
3. Click +Report 
 
4. Choose your desired report and period
 
5. Click generate report
 
6. Wait for the report to be ready for download
 
7. Click on the Arrow pointing down to download the report ​

The report is shown is raw data, so you will need to adjust it to your needs.

If you do not have experience with "data crunching" and want to try it anyway, we suggest using a "Pivot" within Excel. It provides a quick overview, and you will be able to filter your data easily.

<a href="https://help.understory.io/en/articles/11356862-transactions-report">Transactions</a>

<a href="https://help.understory.io/en/articles/11370568-bookings-report">Bookings</a>

<a href="https://help.understory.io/en/articles/11380980-gift-card-report">Gift Cards</a>

<a href="https://help.understory.io/en/articles/11378626-customer-debt-report">Customer Debt</a>

Did this answer your question? If not, please reach out to us in the chat window at the bottom to the right, and we'll be happy to help 🤗

A quick guide on how to generate different reports from Understory

Generate reports

Find answers and get help from Intercom Support and Community Experts

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Generate reports

Content of the article

Overview

Step by Step guide

General advice