Customizing Reports
Reports can be tailored to your needs using the Columns and Filter options:
Columns Menu:
Select or deselect the checkboxes next to column names in the Columns menu to control which metrics or data columns appear in your report. This lets you focus on the specific data points that matter most.
Filters:
Apply filters to refine your report results.
Click the Filter button to open filtering options.
In the Add Filter popup:
Choose the metric or column you want to filter.
Select a filter condition (e.g., is, is not, equals, greater than, less than).
Enter or select the value you want to filter by.
Add more conditions by clicking Add Condition and specifying the metric, condition, and value.
Remove filters either in the Add Filter popup (using the delete button) or by clicking the X on the filter badge after applying the filter.
Use case: An example of where a filter can be useful is filtering the Tickets report for "Ticket total," "Equals," and "0" to show $0 tickets for the selected date range.
Saving Reports
Once your report customizations are complete, save the report to preserve your settings for future use:
Click the Save As button in the top-right corner.
Select a date range if needed:
Choose a quick select option (e.g., Yesterday, Week to Date) to save a specific range.
Select Custom if you do not want a pre-set date range saved.
Choose your saving option:
Personal Report: Save for your own use. It will appear in your Saved Reports tab only.
Shared Report: Share with selected users or locations. You can specify who can access the report based on your access level (e.g., region, district, company). For example:
Sharing with a district level shares the report with all users and locations in that district.
Sharing with district-level users only shares with supervisors but excludes locations.
Enter a name for the report and click Save. Shared reports will appear in the Saved Reports tab for the selected recipients.
