A Saved Report is a custom report that can be created and customized by an Admin User. This feature allows you to save a Report Template showing specific Operations, Job Stages, Sales Reps, Items, Item Groups, Custom Inputs, Tags, and Dates. This article will walk you through creating, using, and editing/updating a Saved Report.
In this article:
Create a Saved Report
To create a Saved Report:
Navigate to
Reports > Report Catalog
Select the type of report you would like to customize from the Report Catalog
Once you have selected a report from the report catalog, click on Filter in the top right corner of the page. This will open up a drop down of all types of filters.
Filter the report to your liking. (For more information on Date Range - Custom Range, follow this link to the Dynamic Date Range section of this article.)
Now, you can add/remove/reorder columns. Click on Columns in the upper left corner below filters. Select/deselect columns you want to include.
Drag and drop column headers to place in a different order.
Once you have selected all the filters and columns you would like for this saved report, click Save Report
Name this custom report with a unique name.
Select Save Report
⚠️ Saved Reports can be accessed by any Admin user of the account the Report is saved to.
⚠️ When Summary Data for Business Insights is used on a Saved Report, snapshots and pivot configurations are global to all users who can access that Saved Report. (On an unsaved report, these settings apply per user.)
Edit / Update a Saved Report
Navigate to
Reports > Report Catalog OR Saved Reports
Select the report you would like to edit/update
Click the Filter drop down and change the filters to your specific requirements.
When you are finished, select Save Filters to save the new filters.
To delete a Saved Report, select Remove Saved Report and select OK if you are sure you want to delete.
Saved Reports Video
Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.
Common Saved Report Types
Some other common Saved Reports include:
Crew Production | Sales Managers | Operations |
Accepted/Unscheduled Job Backlog | Rejected Jobs Report / New Sales Report | Materials Used (Completed/Approved Jobs) / Materials for Accepted Jobs |
Related report articles — Saved Reports are built from the standard reports. For details on the underlying reports, see:
Dynamic Date Range
The Dynamic Date Range is a standalone control that offers a choice of absolute and relative dates (Yesterday, Last Month, Last Week), using different offsets from the current date.
Example: If today is January 1st and you set the date ranges on the Visits Report to reference 12/31-12/31 of the same year, the saved version will always populate data from 1 day before the current date.
Navigation: To set a Dynamic Date Range: On the Visits Report page, drop down the Filter button, click the boxes under Date Range - Custom Range and select dates from the calendar. See Dynamic Date Range Options below.
Dynamic Date Range Options:
Yesterday | 1 day before the current date |
Last Week | Sun-Sat of past week |
Last Month | 1st-31st of past month |
⚠️ Dynamic Date Ranges only apply to Visits Reports and are only available after the report is first saved.
