Navigation: Reports -> Legacy Reports
Download the report
- Select the “Reports” module from the left panel. Choose “Legacy Reports.”
- To download the job report, click any one of the reports.
- Choose the details:
- Date Range: Select the start and end dates for the data you want to include.
- Choose Job: You can select specific jobs to include in the report or leave it as the default to include all jobs.
- Choose Team: Filter by specific teams, if applicable.
- Scheduled Date: Filter by the scheduled date of jobs.
- Advanced Filter (Optional): Click Add Filter to apply additional criteria, such as job status or category.
- Click “Generate Report” to generate the report. Click the “Download Report” button.
- The report is downloaded.
Job Reports
Jobs Master Report Job Status Report Job Status Summary Report Job Status History Report Job Deviation Report Job Notes Report Job Average Duration / Category Report Job Products Report Jobs Products Details Report Jobs Feedback Report Jobs Customer Cohort Report Jobs Feedback Report Jobs Checklist Report Jobs by User Report Job User Utilization Report Job Product Consumption Report Jobs Activity Report Jobs by Team Report Jobs Status Details Report Recurring Jobs Report Job Timelog Report Recurring Jobs Report Job Route Summary Report Job Route Details Report Route Insights Report Job Service Task Report Job Expense ReportQuotations and Invoices Reports
Quote Master Report Quote Status Report Quote Product Consumption Report Quote Status History Report Quote Status Summary Report Invoice Master Report Invoice Summary Report Invoice Product Consumption Report Invoice Status History Report Invoice Status Summary Report Invoice Product Summary Report Proposal Master Report
Product Reports
Product Master Report Product Transaction Report Product Location Report Product Availability Report Product Group Report Transfer Order Report
Contract Reports
Contract Master Report Contract Status Report Contract Jobs Report Contract Product Consumption Report
Asset Reports
Asset Master Report Asset Submission Report Ppm Master Report
User and Team Reports
User Master Report User Skillset Report Location History Report Time and Distance Report Timesheet Approval Timesheet Master Report Timesheet Location Report Timesheet User Shift Report Timecard Report Timeoff Report Timesheet Approval Report User Feedback Report Timesheet By Team Report
Contact Reports
Contact Master Report Contact Activity Report Payment Transaction Report Contact Credit History Report
Request Reports
Request Master Report
Project Reports
Project Master Report Project Timelog Report
Organization Reports
Organization Master Report
Property Reports
Property Master Report
Miscellaneous
Non Job Report
Others
Custom Reports Scheduled Reports