Custom reports are super easy to build, you just tick the boxes for the fields you want to see, give the report a name and save it.
You can then access the report you just created anytime you need to and simply change the date range to suit.
There's no limit: you can build as many as you need.
💡Top Tip
If you turn on the Job ID field, you'll be able to click on the ID and open jobs directly from the report.
For the more in-depth info, see the easy to follow steps below
Go to: Reports - Custom - New Custom Report.
2. Select the job status you wish to include in the report
Active Jobs are yet to be done - the jobs on the Daysheet.
Done Jobs have been marked as "Done" - the jobs are no longer on the daysheet, they will be found on the Invoice pages.
Invoiced Jobs, these are finished jobs that can be found by going to Find Jobs.
Cancelled Jobs, these have been marked as Cancelled from the Edit Job page.
3. Group By
If you would like to group the report output, you can use the Group By dropdown. The group will show sub-totals for each new item.
4. Select the date range you wish to show.
You can select up to 20 of the available fields by ticking the options in the Select Columns list.
5. Clicking Update will run the report and generate the results.
💡Top Tips
If you change any of the options in the Report Builder you will need to click Update to re-run the report.
Filtering Results
Clicking on the blue column headings allows you to filter down further, this is handy if you are wanting to see a particular client or by a product only.
Saving your Report
You can Save the Report to use again by typing a name and clicking Save:
6. You can run saved reports by clicking on the report name on the All Reports page or from the Custom Report Menu:
Exporting a Report
The report can be saved as a PDF, downloaded as a CSV (excel) file, or emailed by clicking the buttons at the top of the report (separate multiple email addresses with a comma (,) )
Clicking the Create PDF or Create CSV buttons opens a link to open or download the report.
Limitations
PDF/Email
If there is more than 300 lines of data in the report, the Create PDF and Email button is removed. The report can only be downloaded as a CSV file and opened in Excel.
Report displaying on the screen
If the report information is larger than 5000 lines, it can't be displayed on the screen. You will need to download it as a CSV file and opened in Excel.
Note: A message window will be displayed in this case where you can download the file:
Attachments
Job Attachments (files, images and signatures) can be included in your Custom Reports. These are not displayed on the screen, these are displayed as links in the PDF and CSV files, where you simply click to open the attachment.
TEAM TIP: Go to Account - Dashboard for a great visual overview of key reporting figures, like Income by vehicle.