View and export reports

Easol has pre-built reports that answer the most common questions you may have about your sales and finances. 

How to view a report

To view reports, go to Data & Insights and select Reports. Here you’ll find a full list of available reports. Each report can be: 

• Filtered (e.g. by date, country, product)
• Searched (e.g. by booking reference)
• Sorted (select a table heading to sort in ascending or descending order)
• Exported as a CSV file

How to save a report view

If there’s a specific configuration of filters you use a lot for a report, you can save it as a view for easier access. To save a report view:

1. Go to Data & Insights > Reports and select a report.
2. Configure the filters as needed.
3. Next, select Views and click Save selection as view.
4. Give the view a name and click Save view.

You can now access the saved view under Views. All team members who have access to the reports will also be able to use the new saved view.

To remove a report view, click the trash icon. Note that this cannot be undone.

How to export a report

All reports can be exported as raw data and used in other third-party tools. To export a report:

1. Go to Data & Insights > Reports and select a report.
2. Select a saved view or configure the filters, if needed.
3. Next, click Export.
4. The report is now downloaded to your computer as a CSV file.