1. Navigate to your Reporting Module
2. Select the Dashboard you would like to create the Report on or create a new one.
Panel Creation
3. Click "Add a Panel"
4. Select "Table" from the panel options.
5. Click "Select Table Content" to choose your report
6. Click "Work Order Requesters"
7. Click "Select Date Cohort" and select your preferred Date Cohort
8. Click "Save" to create the panel.
Table Configuration and Filters
9. Click the gear icon to edit table layout.
10. Enable or disable the information you wish to share or have visible.
11. Click "Edit Filters" to filter your report by requester email, name, phone number or locations of request.
12. Make sure to save after adding the information you wish to filter your report by.
In this example we filtered by requester email.
You results will filter after saving
Report Delivery and Scheduling
13. To send your report Click "Actions"
14. You can either "Send Now" or Schedule your report
15. Enter external email recipients and click "Send Now" to distribute the report.
16. To create a scheduled report Click "Schedule"
17. Configure the delivery schedule, start date, and recipients, then click "Create Schedule".
18. Click the "X" icon to close the schedule modal.