Reports

Barkley HQ Reports dashboard gives you an overall quick view on how your business is performing.

To access the dashboard:

Step 1: Click the Reports tab and select Dashboard.

Step 2: The default date range is set to the last 7 days but you can change it to suit your needs. Simply change the date range and click Run.

– Today
– Last 7 days
– This week
– Last week
– This month
– Last month
– This year
– Last year
– Custom Date Range

Barkley HQ provides you with many reports to view, you are also able to print/export your reports.

Once the report is generated, on the top of the report there is a toolbar.

To print the report, click the printer icon.

The arrow with a box underneath allows you to export the file to your preferred program.

Barkley HQ allows you to generate reports during start and end trade on any specific day. These generated reports can be emailed to your desired Email Address.

To setup Scheduled Reports:

Step 1: Click the Reports tab and select Schedule.

Step 2: Click the report’s name you wish to have on a schedule.

Step 3: To have the report emailed to you, set Email Report to Yes and enter in your Email Address.

Step 4: Set the date range for you report.

Start Days Ago: This will generate the report the amount of days before your trading day. 

Example: Today’s trading date is the 27/7/17. If this is set to 7 Start Days Ago, it will start generating the report data from the 20/7/17.

End Days Ago: This will generate the report the amount of days before your current trading day. 

Example: Today’s trading date is the 27/7/17. If this is set to 1 End Days Ago, it will start generating the report data from the 20/7/17 to the 26/7/17.

If End Days Ago is set to 0, it will run the report to the current trading day.

Step 5: Click Schedule Times to adjust the days the report is generated and whether to send on Start, End trade or both.

Step 6: Select your desired Scheduled Times and Run Days and click Save.