Run, filter, and export Rollup reports

Overview

Rollup reports help automate business processes and give you insights into how well your businesses are running and employees and technicians are performing. Filters and other tools let you customize reports for your business needs.

Things to know

• 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 Moreto edit or duplicate the report.

Run and filter a Rollup report

1. 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.

   

2. Use the Network / Tenant, Business Unit, Filter by dropdowns, and also 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: Date filter filters by date and time in UTC format. The Business Units filter filters by tenant and job types. Not all filters will be present on your report.

   Tip: For better user experience you can collapse and expand the filter section.

   

3. Click Run Report.

Your report results display in a table:

• You can use the bottom scroll bar to view additional columns, or you can use the side scroll bar to view additional rows.

• You can drill down in reports to get additional details. For more information, see Drill down in reports.

• Your report results display in a table. You can customize which columns you want to include your results. For more information, see Edit report columns.

• You can customize how your report displays and add column filters to narrow your results. For more information, see Filter and arrange report.

• You can export your report results to use in spreadsheets and other documents. For more information see the Export reports section.

• While the report is loading, the approximate time to generate the report displays. If your report takes too long to generate, you will be prompted to export the report. 

• If you try to run the report with too many tenants, the report may not load. You can use the report filters to run the report with smaller data. 

• If your reports take a long time to load, you can click on Time Estimation to view the data used to build your report. It will also provide performance tips to ensure your reports run successfully.

View run history

You can view the 5 most recent runs of the report by clicking Run History.

The Run History window opens, where you can view the user who last ran the report, when the report was run, the number of tenants included in the report, and more. You can also download that version of the report by clicking Download .

Export a Rollup report

If your report takes too long to load or you want to use the report in spreadsheets and other documents, you can export the report. 

1. Click Export.
   

2. On the Export Report window that opens, fill out the following selections:
   

   1. Exporting type:

      1. Export Current Result (Instant): Exports the current version of the report.

      2. Export New Result (max time Xm XXs): Runs the report again and exports a new version of the report. Max time is listed in minutes and seconds it takes to load the report. 

   2. Exporting Format:

      1. Export as XLSX (MS Excel)

      2. Export as PDF

      3. Export as CSV

   3. Exporting Options:

      1. Export only aggregated data: Downloads only the aggregated report data. 

3. When you’re done, click Export. 

Want to learn more?

• See Create a report

• See Edit report sharing settings

• See Schedule Rollup reports