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Custom Reports

Personalize your reporting experience. The redesigned Reports homepage enables easier organization and access to your data.

Updated over a month ago

With Custom Reports, you can:

  • Apply filters and select the columns that matter most to you

  • Save your customized view with a unique name and description

  • Mark as Favorites and reorder reports for quick access on your Reports homepage

  • Share reports with your team via email or link (access permissions respected)

  • Drag and drop your most-used reports to the top of the page

Whether you're managing technician performance, tracking customer reviews, or monitoring trends, Custom Reports help you focus on the insights that matter—without starting from scratch every time.

Where to find it: After applying filters or adjusting columns, click the Save as button to create and name your first custom report.
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Have questions? Reach out to us if you want a specialized walkthrough.

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