Run, filter, and export reportsLast updated on 03/22/2022
Reports help automate business processes and give you insights into how well your business is running. For example, you can run timesheet reports that can help streamline payroll processing. Or you can run marketing reports to measure the effectiveness of your advertising efforts. Filters and other tools let you customize reports for your business needs.
Things to know
Access to reports is managed through reporting permissions. Contact your account administrator for assistance.
By default, reports on the All Reports screen display on cards in a grid.
To view reports in a list, click List view at the top of the All Reports screen.
Each card includes the report name, details, and the template the report is based on. Depending on your reporting permissions and the report’s sharing settings, you can perform the following actions:
Click the report name to open the report.
Click Bookmark to add the report to your Bookmarks screen.
Click Calendar to schedule the report.
Click More to edit or duplicate the report.
Run a report
Go to the navigation bar and click Reports. The All Reports screen opens displaying reports on cards in a grid.
Click the name of the report you want to run. Tip: Enter the first few letters of the report title in the search bar to filter the list of reports.
The report opens.
Use the dropdowns and date fields to create filters for your report. For example, you may want to filter a report by business unit or by individual technician. Each report has its own set of filters.
Note: How filters are applied depends on the key performance indicator (KPI). For example, date filters can apply to job completion date or invoice date, depending on the KPI. Hover over a column header in the report to open a tooltip explaining how filters are applied.
Click Run Report.
Your report results display in a table. Use the bottom scroll bar to view additional columns. Use the side scroll bar to view additional rows.
Drill down in reports
You can drill down in reports to get additional details:
Click an underlined entry you want to drill down into. For example, click an entry in the Completed Revenue column. The entry is highlighted.
In the highlighted entry, click Expand . A table opens in the report showing details for that entry including job and invoice numbers, relevant dates, and more.
Tip: Click a job or invoice number to open the corresponding record in a new tab.
Edit report columns
Your report results display in a table. You can customize which columns you want to include your results:
Click Edit Columns.
The Edit Columns screen opens.
Select the items you want to add as columns in your report and deselect any items you want to remove.
Tip: Enter the first few letters of the column name you want to edit in the search bar to filter column options.
When you're done, click Apply.
To use these columns the next time you run the report, click Save Changes.
Click Run Report to update your report results.
Filter and arrange a report
You can customize how your report displays and add column filters to narrow your results:
Interact with column headers to change how the report displays:
Drag a column header to change its order in the report.
Drag a column header and drop it on the purple bar above the report to group your results by that column. For example, if you drag the Location City header, the results group by city name. Note: This feature is not available for every column type.
Drag the right edge of a column header to change the column width.
Click a column name to sort the report. For example, click a column of dates to sort the report chronologically. A blue arrow indicates the sorting order.
To filter a column:
Click Filter next to the column name.
In the filter menu, use the dropdowns and fields to set how you want to filter the column. For example, if you want to only view invoices with a positive value, add a filter to the Total column. Select Is greater than and enter 0 in the next field. Tip: Use the And/Or dropdown to apply multiple filters to a column. Note: When filtering a column of percentages, use decimals. For example, for 25%, enter .25.
The table automatically updates and the filter icon highlights in blue to show that a filter was applied.
Note: To remove a filter, click Filter and click Clear.
To keep your filters and other settings for the next time you run the report, click Save Changes.
Export a report
You can export your report results to use in spreadsheets and other documents:
Above the report results, click Export. The Export Report pop-up opens.
Under Exporting Format, select the format of your export:
Export to PDF—For printing or use in other documents
Export to XLSX—For use in a spreadsheet application
Select Export only aggregated data to download just the aggregated report data.
The exported report downloads to your computer.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.