Tip 1: Design your own Custom Reports to view, print, email or export
Choose from several field options to create an in-depth report
Name and Save the report for regular use
Select Job ID as one of the options, then click straight into the job
Click the column headings to drill down even further.
The custom report is an incredibly powerful tool. Find out more
Tip 2: Job attachments and images are converted into links
Export a Custom report as a PDF or CSV. Any connected Job attachments become clickable links. Handy!
Tip 3: The Dashboard - Key reporting figures in Graphs and Charts
Super Users, go to Account - Dashboard for an overview of the last 12 months
Note: Only available to Super Users
Tip 4: Run the Income by Vehicle Report to see job income for each of your vehicles
Connect with EROAD to also include Income/Km and Income/Hr
Tip 5: Cost Rate Reporting
Custom Reports with Cost Rate fields provide clear insight into job and subcontractor costs. More
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