Saved Reports

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

Edit / Update a Saved Report

Saved Reports Video

Common Saved Report Types

Dynamic Date Range


Create a Saved Report

To create a Saved Report:

  1. Navigate to mceclip0.png Reports > Report Catalog
  2. Select the type of report you would like to customize from the Report Catalogmceclip6.png
  3. Once you have selected a report from the report catalog, click on mceclip0.png (Filter) in the top right corner of the page. This will open up a drop down of all types of filters.
  4. 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.)
  5. Now, you can add/remove/reorder columns. Click on Screen_Shot_2022-11-10_at_11.49.39_AM.png (Columns) in the upper left corner below filters. Select/deselect columns you want to include. 
  6. Drag and drop column headers to place in a different order.
  7. Once you have selected all the filters and columns you would like for this saved report, click mceclip9.png (Save Report)
  8. Name this custom report with a unique name.
  9. Select mceclip10.png (Save Report)
    *Note: Saved Reports can be accessed by any admin user of the account the report is saved to.


Edit / Update a Saved Report

1. Navigate to mceclip1.pngReportsReport Catalog OR Saved Reports

2. Select the report you would like to edit / update


3. Click themceclip0.png (Filter) drop down and change the filters to your specific requirements.

4. When you are finished, select mceclip2.png (Save Default Filters) to save the new filters.

*To delete a Saved Report, select mceclip3.png (Remove Saved Report) and select OK if you are sure you want to delete.


Saved Reports Video


Common Saved Report Types

Some other common Saved Reports include:

  • Crew Production
    • Accepted/Unscheduled Job Backlog
  • Sales Managers
    • Rejected Jobs Report
    • New Sales Report 
  • Operations
    • Materials Used (Completed/Approved Jobs)
    • Materials for Accepted Jobs


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.


If today is January 1st and you set the date ranges on a Jobs 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.


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 bellow. 

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)



*If you would like to learn more about these Saved Reports or any other Saved Report, please click the Help button in the top right-hand corner of your SingleOps page.




Was this article helpful?
0 out of 0 found this helpful



Article is closed for comments.