Custom Report Builder

Click the Report Builder button in the Analytics header to create custom reports.

Building a Custom Report

Step 1: Select Data Source

Choose from available data sources:

Jobs - Service history and job details

Customers - Account and contact information

Invoices - Billing and payment data

Maintenance - Vehicle service records

Step 2: Choose Columns

Select which fields to include in your report

Check the columns you want displayed

Order matters for table views

Step 3: Apply Filters

Add conditions to narrow your results:

Field - Select the data column

Operator - Equals, Contains, Greater Than, Less Than, Between

Value - Enter your filter criteria

Step 4: Select Visualization

Choose how to display results:

Table - Spreadsheet-style data view

Bar Chart - Compare categories

Line Chart - Show trends over time

Pie Chart - Display proportions

Step 5: Save or Run

Click Run Report to preview results

Click Save Report to store for future use

Name your report descriptively for easy reference

Click the Report Builder button in the Analytics header to create custom reports.

Building a Custom Report

Step 1: Select Data Source

Choose from available data sources:

Jobs - Service history and job details

Customers - Account and contact information

Invoices - Billing and payment data

Maintenance - Vehicle service records

Step 2: Choose Columns

Select which fields to include in your report

Check the columns you want displayed

Order matters for table views

Step 3: Apply Filters

Add conditions to narrow your results:

Field - Select the data column

Operator - Equals, Contains, Greater Than, Less Than, Between

Value - Enter your filter criteria

Step 4: Select Visualization

Choose how to display results:

Table - Spreadsheet-style data view

Bar Chart - Compare categories

Line Chart - Show trends over time

Pie Chart - Display proportions

Step 5: Save or Run

Click Run Report to preview results

Click Save Report to store for future use

Name your report descriptively for easy reference

Customer Experience

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Business Management

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Support & Training

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Custom Report Builder

Building a Custom Report

Step 1: Select Data Source

Step 2: Choose Columns

Step 3: Apply Filters

Step 4: Select Visualization

Step 5: Save or Run

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Building a Custom Report

Step 1: Select Data Source

Step 2: Choose Columns

Step 3: Apply Filters

Step 4: Select Visualization

Step 5: Save or Run

Was this article helpful?

Related Articles