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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
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reports
To access the reporting feature, click on the menu in the upper left corner and select Reports.
Navigating the
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reports screen
The main area in the Reports reports screen (a) shows the report selected in the right bar (b). Scroll vertically and horizontally through the displayed report's data in (a) to view all of the report's content. The displayed report can be extracted as a CSV file by clicking on Export to CSV (c). Users can search through previously-generated reports using the search bar (d). A new report can be created by clicking on New Report (e).
Generating a new report
Click on the + New Report button in the upper right corner of the screen.
In the modal that pops up, start by selecting the desired report template: Proposals Report, Milestones Report, Tasks Report, Workflow Report, or Credit Applications Report.
Complete the required information:
- Report Name: desired name of the report.
- Report Description: a description of the report.
- Date range: the date range you wish to run the report for.
- For: the selected metric of interest for the date range. Each report template has specific relevant options:
- The Proposals Report has the date option "Date Created" which is the date when the proposal was created
- The Milestones Report has two date options:
- "Site Last Updated"
- "Date Signed" the date when the contract was signed
- The Tasks Report has the date option "Site Last Updated"
- The Workflow Report has the date option "Workflow Last Updated"
- The Credit Qualification Report has date option "Credit Last Updated"
Click the Run Report button.
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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 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.
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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 support request.
Any questions? Please email support@sighten.io
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