To create a custom report from your dashboard, click on the "eye" icon on the jobs report.
You will then be directed to your full reports page where you can start customizing your own by filtering and sorting through your job history.
- Choose a date range.
- Choose the table columns that you would like to see on the report screen below.
- Click on the blue 'funnel' icon next to any column title to filter out specific info
- Once you have sorted and filtered your your report, click the "Excel" icon on the blue bar at the top of the screen to have the report emailed to you as an Excel file.
PRO TIP: Depending on your plan, you may be able to save reports that you have filtered to your dashboard
Once you sort and filter your information the way you like, name your report in the top-left entry bar and then click the green 'Save' button on the top-right of the report screen. You will now be able to access the report on your main dashboard.
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