- Help center
- Knowledge base
- Reports
Organizing your reports
Organizing your reports
Make your reports easier to access, manage, and share by organizing them into folders and favorites. Learn how to streamline your reporting process, making it quicker to find and manage the insights that matter most to your business.
Getting started
Fresha’s reports offer valuable insights into your business and team performance. With tools to customize, duplicate, and organize reports, you can tailor them to your specific needs. To get started, you'll need to:
- Upgrade to the Insights add-on to manage your reports.
- If you’re a team member, request permission for Access reporting and Access new reporting & insights.
Favoriting reports
To quickly access important reports, save them to your Favorites which can be found in the reports menu.
To add a report to your favorites:
- Open Reports.
- Search the report name or description.
- Click the star next to the report’s title to add it to your favorites.
The star will turn gold to indicate it has been added. To remove it, click the star again to change it back to an outline.
You can also favorite a report by clicking Options in the report and selecting Add to favorites. The star next to the title will turn gold. Follow the same steps to undo it by selecting Remove from favorites.
Using report folders
Organize your custom reports by grouping them into folders. You can name folders, add descriptions, and share them with specific team members.
Create folders
Everyone who has access to your reports can view report folders by default, including new team members.
- Desktop
- Mobile
To create a folder for reports:
- Open Reports.
- Under Folders, click Add Folder or select the pencil icon to Add a new folder.
- Name the folder and add an optional description.
- Click Add.
To create a folder for reports:
- Open Reports.
- Under Folders, tap (+) Add Folder or select the pencil icon to Add a new folder.
- Name the folder and add an optional description.
- Tap Add.
Rename folders
- Desktop
- Mobile
Rearrange folders
You can rearrange the way your folders appear in your reports menu.
- Desktop
- Mobile
To rearrange report folders:
- Open Reports.
- Next to Folders, select the pencil icon.
- Drag and drop the folders into your preferred order.
- Click Save.
To rearrange report folders:
- Open Reports.
- Next to Folders, select the pencil icon.
- Drag and drop the folders into your preferred order.
- Tap Save.
Duplicate reports
Each of Fresha’s pre-defined reports can be duplicated and renamed for multiple variations or completely customized to provide specific insights.
- Desktop
- Mobile
To rename folders:
- Open Reports.
- Under Folders, select the folder you want to rename.
- Click Options and select Edit.
- Make changes to the folder name and description.
- Click Save.
To rename folders:
- Open Reports.
- Under Folders, select the folder you want to rename.
- Tap the three dots in the top right corner and select Edit.
- Make changes to the folder name and description.
- Tap Save.
Delete folders
- Desktop
- Mobile
To delete a report folder:
- Open Reports.
- Under Folders, select the folder you want to delete.
- Click Options and select Delete folder.
- Check the box if you want to delete the reports within the folder. Leave it unchecked to keep them under All reports.
- Click Delete.
To delete a report folder:
- Open Reports.
- Under Folders, select the folder you want to delete.
- Tap the three dots in the top right corner and select Delete folder.
- Check the box if you want to delete the reports within the folder. Leave it unchecked to keep them under All reports.
- Tap Delete.
Managing reports
Duplicate reports
Each pre-defined report can be duplicated and renamed for multiple variations or completely customized to provide specific insights.
- Desktop
- Mobile
To duplicate a report:
- Open Reports.
- Select the report you want to duplicate.
- Click Options and select Duplicate.
- Enter the report name and add a brief description.
- Select a folder to save the report, or create a new one by entering a name in the Folder field. If none are selected, the report will appear under Custom.
- Click Duplicate.
- Adjust the report to your needs using the Customize menu.
- Click Apply.
To duplicate a report:
- Open Reports.
- Select All reports from the list.
- Select the report you want to duplicate.
- Tap the three dots in the top right corner and select Duplicate.
- Enter the report name and add a brief description.
- Select a folder to save the report, or create a new one by entering a name in the Folder field. If none are selected, the report will appear under Custom.
- Tap Duplicate.
- Adjust the report to your needs using the Customize menu.
- Tap Apply.
Selecting the Customize button on a report will automatically allow you to duplicate the report before updating it for your needs.
Deleting reports
You can only delete custom reports which have been created by you, using Insights. All pre-defined reports will remain within your dashboards and categories.
- Desktop
- Mobile
To delete a report:
- Open Reports.
- Select Custom and click on the custom report you want to delete.
- Select Options and click Delete.
- Click Delete to reconfirm.
To delete a report:
- Open Reports.
- Select Custom and tap on the custom report you want to delete.
- Select the three dots in the top right corner and tap Delete.
- Tap Delete to reconfirm.
FAQs
How much does Insights cost?
Can any team member sign up for Insights?
Who can create custom folders?
How can I manage who has access to my folders?
Can I add all reports to a folder?
What does the "Access Reporting" permission provide access to?
What does the "Access New Reporting & Insights" permission provide access to?