SubcontractorHub provides essential analytics for your business through customizable reports and dashboards. Build custom reports for your specific data, such as leads, customers, projects, proposals, states, territories, and more within the SubcontractorHub platform. You can add these reports to your dashboard to visually represent and analyze your data and analytics effectively.
Step 1: Locate "Report & Dashboard" and click “Reports” from the SubcontractorHub main menu.
Step 2: Click the “Add” button on the top right corner.
Step 3: Add the name, select the report type and click “Done”.
Step 4: Select the group row, order, and columns for sorting the data to be presented in the report.
Step 5: Scroll down to add a description and select the chart type(Pie, Line, vertical, horizontal, stacked bar, and metric) for your report.
Step 6: Scroll to the top and click “Run” to generate a preview of your report.
Step 7: Click “Save As” on the top to save your report.
Step 8: You can also use the “Save and Run” button to save your report and generate a preview simultaneously. Your detailed report is now ready to be added to the dashboard
The “Quick Save” button helps you quickly save your report without a preview
Note: You can now create custom report filters to further tailor your reports before adding them to dashboards. These filters let you define specific parameters such as office, users, and date ranges, helping you generate more targeted insights. Follow the steps below to create report filters.
Step 1: Click on "Reports" from the Reports and Dashboard section.
Step 2: Open the report you want to edit and click on the horizontal triangular icon to view its details.
Step 3: Click on the three dots in the top-right corner to edit the report details.
Step 4: Select "Create New."
Step 5: Enter the required information to create a report filter, such as the filter name, office, users, etc.
Step 6: Choose a date filter by selecting either a custom date range or an option from the dropdown list.
Step 7: You can set filter default to specific Roles or Users.
When you choose Roles, a dropdown will appear with the different roles in your organization. You can select one or more roles as per your needs.
Similarly, when you choose Users, a dropdown will appear with a list of users, allowing you to select one or more individuals.
Step 8: Click "Save" to create the filter.
Step 9: To edit an existing filter, click the "three dots" and select the filter you want to update.
Step 10: Modify the necessary fields and then click on “Save.”
