Reporting offers immediate reports that are saved under three categories, which allows immediate access when needed. The ability to save reports that are filtered the same prevents human error, and assures all users are reference the same reports.

Field Complete provides several Default Reports to simplify some commonly generated reports. Although this type of report cannot be changed, it serves as a sample to custom reports that are generated in the future.

Reports can be generated and saved for immediate access. My Reports represents reports that are saved exclusively for the user that created the report. Other users within the company would not have access.

Contrary to My Reports, Company Reports are visible and accessible for all users in the company.(Given they have permissions to the reporting page)

The next step in creating a report includes filtering what you want the report to include. In addition, you have the option to include filters to narrow your search results. Once the filtering is completed, you would click on RUN REPORT to generate the desired report.

There are multiple options once a Report is created.

Created reports can be exported at any time, and as many times as needed. The file is saved as a .csv file.

A created Report can be saved as Company Report or My Report for future access. The report updates if filters allow, and they can easily be removed or updated as needed.

The Select Columns option will permit additional columns to be added to the report. While limited to the options available, there are columns to accommodate nearly all data from Invoices, Projects, jobs, Customers, Service locations, etc.