Frequently Asked Question

Find quick answers to common questions about Advanced Reporting and reports.

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• What reports can I generate under Advanced Reporting?
  • You can generate Orders, Shipments, and Invoices reports.

• I see Advanced Reports on the top menu and also on the side menu, are these different?
  • No — they do the same thing.
    Both options take you to Advanced Reporting. Use whichever is more convenient for you.

• What is the difference between the various layouts under each option? 
  • Layouts simply change how the data is displayed.
  • Different teams prefer different views, so multiple layouts are available to help you review information in the way that works best for you.

• Do I need to have a Google Account? 
  • Yes. A Google account is required.
  • Reports are delivered through Google Sheets and sent to your email.

  You can download or export them into other formats if needed.

• I have a personal Google Account email that I can use, but I don't want the already registered user to change anything on PortalApp.
  • Yes. Using a Google account for reporting does not change your PortalApp credentials or settings.
    If you prefer, you can set a Gmail address as an alias to receive reports:
    Steps:

    1. Click your name (top right corner)

    2. Go to Account Settings

    3. Select Edit Account Info tab

    4. Enter your Gmail address in “Google account email (alias for Adv Reporting module)”

    Reports will be sent to that email address

• Do I need to save my reports?
  • Yes. To keep a report for your own use, you should make a copy:
    • Open the report in Google Sheets
    • Go to File > Make a copy
    • Save it to your Google Drive
      
      Reports that are still “owned” by portalapp@springsystems.com will be automatically removed on a regular schedule.
      Making a copy ensures your version stays safe and accessible anytime.