Within Reporting, use the Forms tab to create reports that incorporate any Custom Form Template in your account.
To learn more about Custom Forms, click here.
Create a Custom Form Report
Step 1: Form
Select the form you want to report on from the drop down.
Step 2: Date Range
Select the start date for the reporting period. Click on the calendar icon to choose a preset date range, then click Load Data.
Today: From 12:00 AM to the current time
Yesterday: Previous day from 12:00 AM to 11:59 PM
This Week: From Monday through Sunday of the current week
Last Week: Previous week
Last 7 Days: Previous seven days, including today
This Month: From the first of the current month to the current day
Last Month: Entire month before the current month
Last 30 Days: Previous 30 days, including today
Custom: Use the calendar to select start and end dates
Step 3: Columns
Select the columns to include in your report by clicking Columns. Custom Form reports include these columns by default:
#ID
Name
Status
Created At
Created Date
Created Time
Created By
Related Customer
Related Maintenance Agreement
Related Job
Related Invoice
Related Project
Related Asset
Customer
Customer Display Name
Customer Company Name
Customer First Name
Customer Last Name
Have additional questions?
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