Custom Report Builder

Build custom reports and have them sent to your team on a regular frequency.

The Report Builder lets you customize reports that you want you and your team receive. You can schedule to receive reports on a daily or weekly basis. For example, you can choose to run a daily report showing the number of tasks that have been closed and have it sent to you at 5:00pm every day.  

To build a custom report, follow these steps: 


  1. Go to Admin/Report Builder.

  2. Select Add New Template

  3. Fill out the Report Builder form by selecting the categories you want to include on your report.

    A. Report Name - Create a title for your report.
    B. Rows and Columns - Use the dropdown to customize the information and order of the categories that you want included on your report. The following are the categories you can choose from. 

    C. Preview - Preview how your report will appear (preview displays data from the last 7 days). 
    D. Save - Once you are happy with your report set up, select Save. 

  4. You can now schedule who will receive the report and how often it is sent. Select either Schedule - My Account (only you will receive the report) or Schedule - Company  (sent to everyone in the respective department).

  5. Under the Reports category, set the frequency that you want the report to be sent (daily or weekly).  

  6. At the bottom of the page, select Update. The report will now send contingent on how it has been set up.