Viewing Reports
Reports
Storecall's Reports feature offers a powerful way to visualize, export, and analyze submission data across your locations. Whether you're reviewing operational performance, monitoring compliance, or preparing a performance review, the Reports page gives you the flexibility to drill down and extract the insights you need.
📅 Navigating to Reports
To access reports:
Go to the left sidebar
Click Reports
This will open the Submission Analysis Report tool.
⚖️ Step 1: Set Your Report Filters
At the top of the Reports page, you'll see several filter options to configure your report:
• Locations
Select one or multiple locations to include in the report. You can also choose All Locations.
• Templates
Choose the submission template you'd like to generate the report on.
• Date Range
You can define a custom date range manually or use one of the quick filters:
This Month
Last Month
This Quarter
Year to Date (YTD)
• Group By
(Optional) You can group results by fields like Region, Location, or Location Group to get summarized views.
Once you’ve selected your filters, click Run Report.
📊 Report Overview Graph
Once your report is generated, the first section you’ll see is the visual graph:
Purple bars represent the number of submissions.
Green bars represent the average score (if your template is score-based).
Hover over any bar to:
See the number of submissions per location
View the average performance score
This allows you to quickly identify trends and performance gaps.
🔍 Submission Table View
Scrolling down shows the detailed table of submissions:
Each submission row includes:
Location
Region
Submission ID (if defined in the template)
Created Date
Closed Date (if applicable)
Status (Open/Closed)
Submitted By
Duration (Time taken to complete submission)
Score (if applicable)
You can drag-and-drop columns to rearrange them as needed.
⚙️ Manage Fields: Customize Your Columns
You can modify the report columns using the Manage Fields button near the top.
From here you can:
Hide default columns
Add custom fields/questions from within the submission form
Each field represents a question from one of your sections in the submission template.
After selecting the fields, click Update, and your table will refresh with the newly added fields.
📄 Grouping Your Data
To view consolidated insights, go back to the filters and choose a Group By field (e.g., Region).
The graph will update to show grouped averages and submission counts.
The submission table will also organize rows based on your selected grouping.
This helps you quickly compare metrics across higher-level categories.
📂 Report Views: Save Your Custom Layouts
If you frequently view specific subsets of data, use Report Views to save your configuration.
Steps to Save a Report View:
Apply all your desired filters
Use Manage Fields to select the right fields
Choose your grouping
Click Save View
Give your view a name (e.g., “General Standards Review”)
Now you can reload this view at any time.
To Load a Saved View:
Select location, template, and date range
Click Run Report
Click Report Views and choose your saved view
Everything — including column arrangement and fields — will instantly reload.
🖶️ Printing and Exporting Reports
You can print or export your report for sharing:
Use the printer icon on the graph to print the visual chart
Use the Print Report button at the top to export the full table view
Choose to save as PDF or send to your physical printer
✨ Summary
The Storecall Reports feature gives your team:
Centralized visibility over all submissions
Powerful data filtering and grouping
Customizable field selection
Reusable report views
Visual and exportable reports
It’s flexible enough for daily check-ins or monthly reviews, and powerful enough to guide high-level strategy.
If you need help building reports or designing views, our team is here to support you!
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