Filtering Reports

Reports can be filtered by preset filters or with custom criteria to help you narrow down and analyze data. 

All administrators and select users* have access to the Reports tab.

Pre-defined Filters

At the top of the Reports page, there is a Date Filter for Dashboard section. There you will see the pre-defined filters. Select one of those and all your reports will filter by your selection*. 

Custom Filtering

To create a custom date range select the Funnel icon on the top right-hand corner of the Report section.

The current filter applied will show, select the current filter to change it. 

Underneath Date Range you can select your desired criteria. 

 

Additional Information

*Some of the reporting detail is set to remain at a default date range, such as Completed Jobs Last 30 Days and User Activity - ALL TIME. Those fields will not change even after adjusting other elements of the reporting.