Sharper gives the user an ad-hoc reporting system. This guide will show the fundamentals of creating a report and what each field means. This will not go into making specific reports so variables or rules brought up below may not apply for all reports.
Creating a New Report
Reports are separated by the module you need data from. Want to see a Fuel report? It will be a Point of Sale Report. Want to see how many vacant slips there currently are? It will be a Marina Report.
Using the navigation pane on the left, select Reports.
You will see 6 options, select the module in which you wish to create or view the reports for.
When you select any option you will see a list of reports that have been saved in the past. To create a new one select Add New in the top right-hand corner.
Select the Report Type. This option determines which variables are pulled into the report building tool. For example if you are in Reports-> Marina, the report type Vessels will pull data for the vessels saved in Sharper. Of course vessel info will be seen in a reservations report but it’s a nice way to declutter any unwanted info.
Field | Description |
Name | Name of the report. |
Summarize Report Toggle | Combines any matching fields into 1 line. |
Subtotal | Breaks down the report by whatever is selected here. |
Available | The available variables that can be viewed in this report. Think of these as possible headers in excel. |
Selected | The selected variables that will be viewed in this report. |
Query | Rules you want your variables to follow. This takes practice, but you can do it! More on this below. |
Create the Name of the report.
You can leave Summarize Report and Subtotal alone for now.
The list of Available variables will be on the left. Select the ones you want to see in a report and double click to bring them over to Selected.
The first field will be at the top. The top variable will be what Sharper uses to sort the report in alphanumeric order. For example if Units is at the top, the report will read: A01, A02, A03… going down the rows. You can change the order of the variables by selecting it and clicking on the up and down arrows.
Hover over the blue section underneath Query and select Add Rule.
After building the query hit Save.
Run the report making sure the query works how you expect it to.
Click back into the report to toggle the Summarize Report on if needed and add a Subtotal if needed.
Save.
Building a Query
A query is what filters the report with data you want to see, or sometimes by what you don’t want to see. It is a ruleset that Sharper follows when the report is ran. Every time the report is ran it will show you the query before the report is generated so you can make any necessary changes.
You can determine if a query should be created if you are asking yourself a question that begins with “I only want to see...” or “I do not want to see…”. If either of these questions arise you should use a query to put that thought into action.
Directly to the right of the query variable that is selected is the operator. This is the logic you want the query’s variable to follow.
Examples:
If we think to ourselves “I only want to see this information between a certain timeframe” you would make that distinction in the query by typing in Date. Then selecting the date variable the query gives. After selecting it you will change the Operator to what would handle this rule. In this example you would select the Between operator. This gives the user the option to enter the From and To dates. Leave the blanks empty since these fields will be filled when the report is ran.
If we think to ourselves “I do not want to see checked out or cancelled reservations” you would make that distinction in the query by typing in Status. Then selecting the Reservation Status variable the query gives. Then change the Operator to Not In then select Checked Out and Cancelled in the empty field. When the report is ran all reservations will show except any that are checked out or cancelled.
Creating a query may require some practice but you can do it! Just keep rerunning the report and trying again.
Running a Report
Reports that are ran can be exported into a CSV or Excel file after it is generated.
Using the navigation pane on the left, select Reports.
You will see 6 options, select the module in which you wish to create or view the reports for.
When you select any option you will see a list of reports that have been saved in the past.
To the right of the report you want to run, select Get Report.
The Query will appear. Fill out any necessary fields especially dates before you select Submit Report in the top right-hand corner.
Once you submit the report you have the option to export as CSV or Excel.
You can also rebuild the query on the fly by selecting Edit Query. Any edits made here will NOT be saved.
You can add or remove columns or filters by selecting the blue Filter Icon.