How do I format and export the Master Report?

This article will show you how to generate the master report using multiple filters. It also covers how to create templates for those reports that are generated regularly.

Step 1. Click on Reports from the left side menu > Master Report

Step 2. Set filters as needed

_{- Date Range}
_{- Contractor}
_{- Project}
_{- Click on all columns or choose the desired ones from the drop-down menu.}

To create and save filters as templates. (Only admin users)

Select filters as needed and click "Save."

Type a template name and click "Create."

Your saved templates will be stored in your dashboard.

Step 3. Click Preview

Step 4. Columns and values can be modified in the filtering section on the right side of the table. You can add or remove as needed

Step 5. To export the filtered and formatted report, right-click within any cell in the body and select the desired export format. *Ctrl+A will select the entire table for export

Video for Master Report:

Video for Master Report Template: