> For the complete documentation index, see [llms.txt](https://help.solink.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.solink.com/docs/understand-your-business/search-and-save-reports/create-a-report.md).

# Create a Report

Create reports from saved searches on the Events page.

You can create a report by entering search terms into the [search bar on the Events page](/docs/understand-your-business/search-and-save-reports/search-and-filter-events.md) and saving that specific search as a report, which you can review at any time.

Creating an impactful report allows you to quickly view and/or receive notifications from only the transactions that meet the criteria you've set in your report.

For example, you can create a report that notifies you when a cash refund over $30 was initiated by an employee. You can also track some of these common transactions when they occur:

* Discounts.
* Transactions that take longer than 10 minutes.
* Canceled or voided transactions.

![](https://1562067156-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlMN1EUQcXYfv7FYpGJWR%2Fuploads%2Fgit-blob-a14c2253b10775ffe7d807a978b2f98be2842217%2Ffa022d081bd34238.jpg?alt=media)

**Note:** For information on how to **delete a private report**, see [Notifications](/docs/manage-users-locations-and-your-account/notifications.md#delete-a-private-report).

To create a report:

1. Type any valid search term(s) into the search bar at the top of the Events page. For example, if you want to create a report to track only transactions where a refund occurred at a drive-thru, type "refund" and select **contains refund**. Then type "drive-thru" and select **contains drive-thru**:

<img src="https://1562067156-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlMN1EUQcXYfv7FYpGJWR%2Fuploads%2Fgit-blob-099a547db0d12417722568c70893f2689962599e%2F08cdcf2174a54e04.jpg?alt=media" alt="" width="560">

2. Once you have entered all of the search terms you want to include in the report, select **Save Report**:

<img src="https://1562067156-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlMN1EUQcXYfv7FYpGJWR%2Fuploads%2Fgit-blob-73222c1ac43d4b48c18eb202e69d17f8c469bdf3%2F93e405487da995ce.jpg?alt=media" alt="" width="560">

3. Give the report a name and a description (optional). This helps you locate the report from the **Reports Panel** later:

<img src="https://1562067156-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlMN1EUQcXYfv7FYpGJWR%2Fuploads%2Fgit-blob-93f431994dfea783e5607bc3ca99e8a2ee7a6ec5%2Ff5526854b770896d.png?alt=media" alt="" width="560">

4. Set whether the report is **Private** or **Public**. If you select Private, only you can see the report once it is created (or any person that logs into Solink with your user).
5. (Optional): Choose a notification method(s) if you wish to receive a notification when a transaction with the specified search parameter(s) occurs. Continuing with the example in this section, if you select **Push**, you will receive a push notification in Solink whenever a refund occurs at a drive thru.

**Note**: Notifications include Push (in-app notifications), SMS (text message notifications to your phone), Daily and Weekly (email digest notifications). See Notifications Settings if you want to configure or change notifications for your other reports.

6\. Once you create the report, you can access it from the **Reports Panel** on the left side of the page:

<img src="https://1562067156-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlMN1EUQcXYfv7FYpGJWR%2Fuploads%2Fgit-blob-0b1c96a0da70f668088ea20016e9165305cbbf89%2Fd53c925778fad17b.gif?alt=media" alt="" width="560">

​


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.solink.com/docs/understand-your-business/search-and-save-reports/create-a-report.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
