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Custom Reports & Scheduling Exports

Here’s an overview of how to create custom reports from applying filters, customizing columns, and saving your report layout.

Updated yesterday

Custom Reports:

You can use any of the built-in reports as a basis to begin creating your own custom reports.


Open any one of the custom reports and your records will instantly populate that report.

On the right side, you'll notice the Table. In this menu, you can customize all of the data found in this report across these categories:

  • Values: Choose columns for the Group view. (e.g., Revised Budget, Actual Costs to Date, Budget Remaining, etc.)

  • Group by: Choose categories to group line items into. (e.g., Job, Cost Code, Vendor, etc.). Then click on each group to expand the full list of associated line items within that group.

  • Breakdown:

  • Columns: Click the Eyeball symbol to Show or Hide columns for the default Line Item view.

    • Note: Click Table to expand the dropdown menu for more visual options:

      • Table

      • Line Graph

      • Bar Graph

      • Pie Chart

      • KPI



Other Features:


Above the column headings, you'll notice options for both:

  • Filter

  • Sort


Save Report:

  1. When finished customizing, click the Save As button above.

  2. In the Save As New Report window, enter a Report Name

  3. Click Save New Report

  4. Click on the Star above to save this report in your Starred Reports tab.

Scheduling Report Exports:

You can schedule any of these reports (Built-in or Custom) to be sent out to your selected team members at your chosen time intervals:

  1. Click the Export button at the top.

  2. Choose Export or Schedule Export

  3. In the Schedule a New Export window, you can set up the following info:

    • Select Recipients

    • Export Type (PDF, CSV, XLXS or PNG)

    • Scheduling:

      • Frequency (Daily, Weekly, Monthly)

      • Day of the Week/Month

      • Time of Day

      • Time Zone

  4. When finished, click Schedule Email button

And this is just a sample of what you can do with Custom Reports. So, feel free to start trying out different options until you get your custom reports just the way you want them!


If you have any questions or want to share feedback, feel free to reach out at [email protected].

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