Get started with Advanced Reporting

Who can use reporting

Advanced Reporting is available to Owners and Admins in a workspace with a current Scale entitlement. They can generate, save, manage, and export reports. Free, Business, Pro, the Pro trial, and Enterprise do not currently include this feature.

Staff, Technicians, and customers cannot access reports. Partner access alone does not grant reporting access to a referred business. Check the selected workspace, current plan, and your role if access is unavailable.

Generate your first report

1. Open Reports in the workspace navigation and start with Overview.
2. Choose a Date preset, such as Last 30 days, or enter From and To in the displayed timezone. The end date cannot be in the future.
3. Choose No comparison, Previous period, or Previous year. Review the filters and select Generate report.
4. Wait for Preparing your report to finish. Initial preparation can take several minutes for a larger workspace; leaving the page does not stop it.
5. Open Warranties, Claims, Products, Categories, Customers, Team, Expirations, Resolution, or Trends for a focused view. Use contributing-record links where offered to inspect the records behind a number.

Read the generated result

The dashboard is a quick current summary. Reports let you select periods, filters, comparisons, and breakdowns. These can count different records, so compare the same dates and scope before expecting totals to match.

Changing controls does not immediately change displayed results. Select Generate report to apply changes. Check the generated time; identical requests may reuse a result within a 15-minute window. Very recent changes may need a later generation to appear.

Reports describe operational records. Regenerating an older period can reflect corrected details, current assignments, and current statuses; it is not an immutable accounting snapshot. If records are being edited during preparation, generate again after those edits finish.

If a report is empty or fails

1. Check the workspace, displayed timezone and dates, and active filters. Clear restrictive filters and generate again.
2. Allow the first preparation to finish. Use the retry action for a failed report; an expired report must be generated again.
3. If report capacity is temporarily full, reuse a recent result or wait before requesting another configuration. Repeated identical requests reuse their current result or preparation. Several reports for one workspace can finish over successive preparation cycles so other workspaces can also make progress. Repeated rebuild requests do not restart work already in progress.
4. For an access error, ask the Owner to check Scale eligibility and your role. Contact Warly with the screen and error if the problem continues.

• Contact the issuer or Warly support