BARRISTER | How To Generate A Report

BarBooks provides two reporting mechanisms:

1. Analytics Tab

2. Reports Tab

1. Analytics

Click “Analytics” in the left-hand sidebar.

Select the relevant dashboard from the top left of the Analytics tab.

Downloading Dashboards

To download a full dashboard:

1. Click the ellipsis (⋯) in the top right of the dashboard.

2. Select Export.

3. Choose the desired format: Excel, PowerPoint, or PDF.

Scheduling Dashboards

To receive dashboards via email on a regular basis:

1. Click the ellipsis (⋯) in the top right of the dashboard.

2. Select Scheduled Emailing and configure your schedule.

Exporting Individual Graphs or Tables

1. Click the ellipsis (⋯) in the top right of the relevant graph or table.

2. Select Export.

3. Choose the desired format: Excel, PowerPoint, or PDF.

You can also schedule individual graphs or tables to be emailed regularly using the same steps.

2. Reports

Click “Reports” in the left-hand sidebar.

From here, you can create new reports or download previously generated reports.

Creating a New Report

1. Click “New Report.”

2. Select the relevant report type.

3. Click “Create.”

The report will download to your computer once generated.

Downloading an Existing Report

1. Locate the relevant report in the list.

2. Click the ellipsis (⋯) on the right-hand side.

3. Select either:

   • “Download PDF”

   • “Download XLS”

The report will then download to your computer.