Saved Reports

Introduction

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.

 

Table of Contests 

I. Create a Saved Report

II. Edit / Update a Saved Report

III. Saved Reports Video

IV. Common Saved Report Types

 

I. Create a Saved Report

To create a Saved Report:

1. Navigate to Reports > Report Catalog

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2. Select the type of report you would like to customize from the Report Catalog

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3. Once you have selected a report from the report catalog, click on mceclip0.png 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.

5. Once you have selected all the filters you would like for this saved report, click mceclip9.png

6. Name this custom report with a unique name.

7. Select mceclip10.png

*Note: Saved Reports can be accessed by any admin user of the account the report is saved to.

 

II. Edit / Update a Saved Report

1. Navigate to ReportsReport Catalog OR Saved Reports

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

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

4. When you are finished, select mceclip2.png to save the new filters.

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

 

III. Saved Reports Video

 

IV. 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

*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.

 

 

 

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