Creating and saving a preferred pivot table allows you to quickly access key data in a format that works best for you or your team. Follow the steps below to set up your preferred pivot table view in Lupa.
Steps to Set Up a Preferred Pivot Table
1. Open the Pivot Table Tool
Go to the Analytics page from the App Suite, and switch to Table View. Click Create New Table to begin.
2. Name and Configure Access
Enter a name for your table.
Choose whether this table should be visible only to you (personal access) or shared with others at your location (store-level access).
Then, select the data source you'd like to use for the table.
3. Configure Your Table Settings
Customize the rows, columns, filters, and metrics for your pivot table.
4. Save Your Preferred View
Click Save. Your table will now appear as a preferred view, making it easy to access whenever you return to the Analytics section.
Saving a preferred pivot table helps you work more efficiently by keeping your most relevant data front and center. Whether you're tracking sales, appointments, or performance metrics, a customized view ensures you're always just a click away from the insights you need. If you need help building your table, our reporting guides and support team are here to help!