SightenEverBright's reporting feature allows you to generate table reports and extract data for offline use. Five types of reports can be generated:
...
This article shows the steps for accessing the reporting feature, creating and saving a report, and understanding the data contained in a report. You can also watch our overview video here.
Accessing reports
To access reporting, click on REPORTING. You can find this option on the upper right section of SightenEverBright.
...
What jobs will I see?
The jobs you see in reports will be based off your Sighten EverBright account permissions and will match what jobs you are able to see in the job pipeline.
Example: If you are a sales manager and can see all the jobs in the pipeline, you'll also see all these jobs in reporting. If you are a sales rep, you will see your own jobs in reporting.
Navigating the reports page
The main area in the reports screen shows the report selected in the right bar. Scroll vertically and horizontally through the displayed report's data to view all of the report's content. The displayed report can be extracted as a CSV file by clicking on Export to CSV. Users can search through previously-generated reports using the search bar. A new report can be created by clicking on New Report.
...
Running a new report
Click on the + New Report button in the upper right corner of the screen.
...
The report appears on the main screen and can be found in the right bar.
...
Managing existing reports
To delete a report, click on the "x" in the upper right corner of the report reference in the right bar.
...
Navigating data in reports
This section offers clarifications on the data you'll find in the various report templates. Most of the fields are self-explanatory so we'll focus on those that aren't.
...
Credit Applications Report
Legal Contact Name: this is the legal contact submitted at the time of credit application/qualification, as opposed to the site contact that can be found in e.g. the Milestone report.
Quote status for job: status for the farthest along quote & workflow associated with the site
Quote count: total number of signed quotes for the site
Adding new fields to reports
If you would like to add new fields to any reports, they can be requested by submitting a Sighten an EverBright support request.
Any questions? Please email support@sightensupport@goeverbright.io