This guide explains how to create, configure, filter, and run a custom report in Sharper MMS. Follow the steps below to build a report from scratch. If you need help deciding which report type to use, refer to the Sharper Report Types guide. If you need to know which columns are available, refer to the Sharper Report Columns guide.

To access reports, click the Reports icon in the left sidebar (the chart icon). This opens the Reports Dashboard, which is divided into sections by module: Favorites, Accounting, Booking, Campground, CRM, Marina, and Point of Sale.

Click the section that matches the type of data you want to report on. Then click the specific report type (for example, Reservation Daily Revenue) to open the list of saved reports of that type.

From the report list, click the + New button in the top right corner to open the report configuration form.

If you want to base your new report on an existing one, click the ⋯ menu next to any report in the list and select Copy. This creates a duplicate you can modify without affecting the original.

When you open a new or existing report, you will see a form with several fields. Fill in the fields that apply to your goal.

Name (Required): Enter a descriptive name for your report. This name appears in the report list and at the top of the report output. You must fill this in before saving.

Dashboard Caption (Optional): If you plan to pin this report to the Reports Dashboard, enter a short label here. This caption appears on the dashboard tile instead of the full report name.

Token (Optional): If you need to access this report's data via the Sharper API, click Generate Token to create an API key. You do not need this for standard in-app use.

Subtotal (Optional — Dropdown): Select a column to use as a grouping field. When you select a subtotal column, the report inserts a summary row each time that column's value changes. Only columns already added to the Selected list are available here. For example, to show totals by unit, first add the Unit Name column to your Selected list, then choose Unit Name as the Subtotal.

Summarize (Optional — Toggle): When turned on, the report hides individual data rows and shows only the subtotal summary rows. Turn this on when you want a high-level summary rather than a line-by-line breakdown.

Dashboard (Optional — Toggle): Turn this on to add this report as a shortcut tile on the Reports Dashboard for quick access.

Favorite (Optional — Toggle): Turn this on to pin this report to the Favorites section at the top of the Reports Dashboard.

All Outlets (Optional — Toggle): Turn this on to include data from all company locations. When this is off, the report only returns data for the outlet you currently have selected in the top navigation. Turn this on if you are reporting across multiple locations.

Only Owner Can Edit (Optional — Toggle): Turn this on to prevent other users from editing this report. Other users can still view and run the report, but only you (or an admin) can modify it.

The center of the form shows two panels: Available on the left and Selected on the right. The columns in the Selected panel appear as headers in your report output.

To add columns: Find the column you want in the Available panel. Columns are grouped by data category (for example, Customer, Reservation, Values, Product, Unit). Click the column name to highlight it. You can click multiple columns to select several at once. Click the single right arrow (›) to move your selected columns to the Selected panel. Click the double right arrow (») to add all available columns at once.

To remove columns: Click a column name in the Selected panel to highlight it. Click the single left arrow (‹) to remove it. Click the double left arrow («) to remove all selected columns at once.

To reorder columns: Use the up (∧) and down (∨) arrows on the right side of the Selected panel. The top-to-bottom order in the Selected panel matches the left-to-right column order in the report output.

You must add at least one column to the Selected panel before you can save the report.

Columns are organized into data groups. Common groups include:

For the complete column list for each report type, refer to the Sharper Report Columns guide.

Click Save in the top right corner to save the report. After saving, click Get Report to open the filter and run page.

You can also click the Get Report button at the bottom of the form to save and go directly to the filter page in one step.

After clicking Get Report, you are taken to the Report Run page. Here you can add filters to narrow down which records appear in your results. You do not have to add any filters — if you leave the filter area empty and click Submit Report, the report returns all available records.

Filters are organized into groups. Each group has a logical operator at the top — And (all conditions must match) or Or (at least one condition must match). You can nest groups within groups for advanced filtering.

Each filter row has three parts: 1) Field — the data column you want to filter on (for example, Reservation Status, Revenue Date, Unit Name); 2) Operator — how to compare the value (for example, equals, contains, is between); 3) Value — what to compare against (for example, a date, a name, a status).

To add a filter row, click + Add Rule inside a group. To remove a filter row, click the red trash icon on that row.

Text fields (such as a name, status, or ID): == (exactly equals), != (does not equal), Contains, Not contains, Starts with, Ends with, Proximity search (fuzzy/near-match).

Number or price fields (such as Total, Balance, or Duration): == (equals), != (not equal), < (less than), <= (less than or equal to), > (greater than), >= (greater than or equal to), Between (enter two values).

Date fields (such as Arrival Date, Invoice Date, or Revenue Date): == (exactly on this date), != (not on this date), < (before this date), <= (on or before this date), > (after this date), >= (on or after this date), Between (enter a start and end date).

Yes/No fields (such as Is Active, Has Auto Pay): Select Yes or No.

Dropdown/select fields (such as Reservation Status or Payment Method): Choose from the list of available values for that field.

Once your filters are set, click Submit Report. The system runs the query and displays the results in a table.

Each column header matches the columns you added to the Selected panel. If you configured a Subtotal column, summary rows appear grouped by that field's value, with numeric totals for applicable columns.

From the report results page, use the buttons in the top right corner:

From the report results page: Click Back To Report to return to the configuration form and edit columns, name, or settings. Click Edit Query to modify your filters without going back to the configuration form. Click Submit Report again to re-run with the current filters.

From the report list (before opening a specific report), each row shows the report name, type, and who created it. Use the action buttons on each row:

If a report is marked as a system report, you cannot delete it. If a report has Only Owner Can Edit turned on, you can only run or copy it unless you are the owner or an admin.

How do I run a report that already exists? Go to Reports in the left sidebar, select the module and report type, find the report in the list, and click Get Report.

Why can't I save my report? You must add at least one column to the Selected panel before saving. Make sure the Name field is also filled in.

How do I filter by a date range? On the report run page, add a filter row for your date field and choose the Between operator. Enter a start date and end date.

How do I make a report show totals instead of individual rows? First, add a column to use as your grouping field (for example, Unit Name) and select it as the Subtotal in the report form. Then turn on Summarize to hide individual rows and show only the totals.

How do I see data from all my locations, not just the current one? Turn on the All Outlets toggle in the report configuration form before saving.

Can I copy a report someone else made? Yes. From the report list, click the ⋯ menu next to any report and select Copy. You can then edit the copy without affecting the original.

How do I add this report to my dashboard for quick access? Open the report configuration form, turn on the Dashboard toggle, and optionally enter a short Dashboard Caption. Save the report. It will now appear as a tile on the Reports Dashboard.

Can I export the report results? Yes. After running the report, click CSV Export or Excel Export in the top right corner of the results page.

What is the Token field for? The Token is an API key that allows external systems to access this report's data via the Sharper API. If you only need to run the report inside Sharper, you do not need to generate a token.

What does the All Outlets toggle do? When All Outlets is on, the report includes data from every location in your company. When it is off, only data from your currently selected outlet is included.