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Office Help Home

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Overview

The following Guide details the reporting capabilities of the Data Genie within the Clubessential Office product.

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Getting Started:

  1. To begin select the desired view

  2. Pick the date range you would like to pull into the Genie (NOTE: Depending on the view and club activity the view can contain 100s of thousands of records.)

  3. Chose values based on desired analysis, and avoid pulling in too much data at once.

  4. Once you have the view selected, on the top of the Genie interface are a series of available columns. Simply Drag-and-Drop a column to either the left side (row results) or top side (column results) to begin. Don’t be afraid to experiment, this data is completely read-only.

  5. For advanced view, select multiple columns on the left or top side to enable drill-down analysis.

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