How to Filter, Sort, and Export Jobs and Estimates
In the new Customer view, you will be able to filter, sort, and export both Jobs and Estimates.
Navigate to the Customers tab at the top of your navigation bar.
On the left side, you can select Jobs or Estimates to view a full report.
On the right, within the Jobs Report, you can click the blue 'EDIT COLUMNS' button to change the columns that are included in the current view of the report.
Select or deselect the columns you would like to include in your report and select the blue 'DONE' button in the bottom right corner when finished.
On the right, within the Jobs Report, you can click the blue 'FILTER' button to drill down the report to more specific parameters.
Here, you can filter by:
Job created, scheduled, or completed date
Job Tags
Employee assigned to the job
Customer name
Job and customer lead source
Job type
Job amount
Total profit
And more!
Select the 'X' in the top left corner when finished.
Things to know:
Some columns in the report, such as Job Scheduled Date, Job Description, and Invoice amount can be sorted in ascending or descending order while others such as Address, Tip Amount, and Employee cannot be sorted. You will see an Up or Down arrow when you roll your mouse over the columns that can be sorted.
Exporting your Jobs Report
Once you have filtered the report to your needs, navigate to the blue 'ACTIONS' drop-down menu at the top right.
Select 'Export' and you will receive an email with the exported file containing your report.
The email will be sent to the email associated with the user login of the employee who is viewing the report.
