Sharper's Reports module is an ad-hoc reporting engine that lets you query, filter, and export data from across your management system. Reports are organized by the module the data comes from — if you want to see financial transactions, use Accounting reports; if you want to see slip occupancy, use Marina reports.
The Reports module and the Analytics Dashboard are related but distinct. Reports is where you build, save, and run data queries. The Analytics Dashboard displays report results as pinned cards.
Accessing Reports
Select Reports from the left navigation pane.
The Reports landing page displays sections for each module: Favorites, Accounting, Booking, Campground, CRM, Marina, Point of Sale.
Select a module section to see all saved reports for that module.
Module | What You Can Report On |
Accounting | General ledger, invoices, payments, settlements, deferred income, gift cards, payroll, journal entries |
Booking | Reservations, occupancy, contracts, products, coupons |
Campground | Reservations, occupancy, rent roll, space assignments, meter reads, contracts, products |
CRM | Customers, balances, invoices, payments |
Marina | Reservations, occupancy, rent roll, vessels, space assignments, meter reads, contracts, products |
Point of Sale | Orders, order details, tips, product sales, Z-Out cash reconciliation |
Access to each module's report section is controlled by user role permissions. If you do not see a module, contact your administrator to request access.
Favorites
Any saved report can be marked as a Favorite. Favorited reports appear at the top of the Reports landing page under the Favorites section, giving you one-click access to the reports you run most often.
To add a report to Favorites:
Open the report in edit mode.
Enable the Favorite toggle.
Save the report.
Creating a New Report
Navigate to Reports in the left navigation pane.
Select the module you want to report on.
Click Add New in the top right corner.
Select the Report Type. This determines which data fields are available. Choose the type that most closely matches the data you need.
Fill in the report details (see field reference below).
Click Save when finished.
Field | Description |
Name | The name of the report as it appears in the report list. Must be unique within your company. |
Report Type | Determines which data fields are available. Cannot be changed after saving. |
Available | All data fields that can be included for this report type — the possible column headers. |
Selected | The fields you have chosen to include. These become the columns in your results. |
Query | Filter rules that control which records appear in the report. |
Summarize Report | Combines rows that share identical values across all selected fields into a single row. Useful for de-duplicating or aggregating records. |
Subtotal | Breaks results into groups based on the selected field, with a subtotal row each time the value changes. |
Selecting and Ordering Fields
Double-click a field in Available to move it to Selected.
Double-click a field in Selected to remove it.
Use the up and down arrows to reorder fields in Selected.
Note: The field at the top of the Selected list determines the default sort order of the report.
Building a Query
A query filters the report to show only the records you need. Use one whenever you find yourself asking: "I only want to see..." or "I do not want to see..."
Adding a Query Rule
Hover over the blue Query section and select Add Rule.
Type to search for and select the field you want to filter on.
Choose the Operator (the logic to apply).
Enter the value(s) for the rule.
Operator | Use When |
Equals | You want an exact match on a single value |
Not Equals | You want to exclude a single value |
Between | You want a range (most common for dates) |
In | You want to match any of several values |
Not In | You want to exclude several values |
Contains | You want a partial text match |
Is Empty / Is Not Empty | You want to filter on whether a field has a value |
Date Fields
Date Fields: Leave the value blank when saving the report. Sharper will prompt you to fill in dates each time you run the report, so the same saved report works for any time period.
Example: To see reservations within a date range, add a rule for Check-In Date, set the operator to Between, and leave both date fields empty. When you run the report, you will fill in the start and end dates.
Query Groups (AND / OR Logic)
Rules can be grouped with AND or OR logic:
AND — the record must match all rules in the group
OR — the record must match at least one rule in the group
Select Add Group to nest a sub-group of rules with different AND/OR logic.
Example — Show only active reservations: Field: Reservation Status | Operator: Not In | Values: Checked Out, Cancelled
Summarize Report and Subtotals
Add these after verifying the base report runs correctly.
Summarize Report — Enable when multiple rows share the same values and you want them collapsed into one row with totals summed. For example, summarizing a customer payments report by customer name produces one row per customer with totals summed.
Subtotal — Select a grouping field (such as Month or Product) to insert a subtotal row each time that value changes. The report must be sorted by the subtotal field (put it first in Selected) for subtotaling to work correctly.
Not all fields support numeric summation. Only fields flagged as summable (such as amounts and counts) will aggregate in subtotal rows. Non-summable fields (such as names and dates) will show blank in subtotal rows.
Running a Report
Select Reports from the left navigation pane.
Select the module.
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 selecting Submit Report in the top right.
Once submitted, export as CSV or Excel.
To rebuild the query on the fly, select Edit Query. Edits made here will not be saved to the report.
To add or remove columns or filters, select the blue Filter Icon.
Advanced Settings
Favorite — Mark the report to make it appear at the top of the Reports landing page for quick access.
Pin to Dashboard — Enable to make this report appear as a card on the Analytics Dashboard. Enter a Dashboard Caption — the label shown on the dashboard card.
Only Owner Can Edit — Prevent other users from modifying or deleting this report. Any user with module access can still run it.
System Reports
Some reports are marked as System Reports by Sharper and cannot be edited or deleted by regular users. To create a variation of a system report, use the Copy action to duplicate it, then edit the copy.