EverBright's reporting feature allows you to generate table reports and extract data for offline use. Five types of reports can be generated: 

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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 reports 

To access reporting, click on REPORTING. You can find this option on the upper right section of EverBright.

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The main area in the reports screen shows previously-generated reports in the report selected in the right barright bar. Selected a report from the right column and the report will be displayed on the left side of the screen. 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. 

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Running a new report

Click on the + New Report button in the upper right corner of the screen.

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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

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Any questions? Please email support@goeverbright.io com.