BUILDING CUSTOM REPORTS

The report builder allows you to gain insight into how your business is working. Create your own live reports to see your customers, jobs, invoices, and other information personalized just for you. You can choose what information to include and what order you want to see it in. Apply filters to zero-in on exactly what you want to see, choose the sorting for your reports, and add calculations. You can even group reports by sales rep or job type. Once you’ve created your report, name it and save it so it’s always just a click away. Every report is exportable to both Excel and CSV formats.

Ex: Team Member Tasks
Ex: Tracking Customer Progress