Adhoc Reports | Reports

Is there a way that I can customize my Reports?

Adhoc Report
The Adhoc Reports feature in your Reports section can assist you in creating a report based on all of the posts in your Fleet Web Account. Making an Adhoc Report allows you to select specific columns to view in your reports as well as customize the status of your job posts.

Creating an Adhoc Report

To Create an Adhoc Report:
1.      Click the Reports icon on your sidebar.

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2.      In the Reports filter, click Adhoc Reports.

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3.      Click Create Adhoc Report.

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4.      Fill-out the necessary fields:
            a. Report Details
            b. Job Status
            c. Filters (Tags and Date Range)
            d. Report Columns (Available Columns and Selected Columns) - Refers to the fields that will appear in your customized report.
            e. Sorting and Grouping (Sort By and Group By)

5.      Click Create.

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Creating a Custom Status

To Create a Custom Status for your Adhoc Report:
1.      Click Settings in your Adhoc Reports page.

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2.      Fill-out the Custom Status field of your preferred Job Status.
3.      Click Save.

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Sample input for a Custom Status

4.      To test your Custom Status, you can Create or Edit an Adhoc Report and include the "Custom Status" column. Click Save/Update, then click the Eye icon to View the Adhoc Report.

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Sample custom status will appear here

Updating an Adhoc Report

To Update an Existing Adhoc Report:
1.      Click the Pencil icon of the Adhoc Report that you want to Edit.

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2.      Make the necessary changes.
3.      Click Update.

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Removing an Adhoc Report

To Remove an Existing Adhoc Report, follow these steps:
1.      Click the Trash icon of the Adhoc Report that you want to Delete.

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2.      Click Yes.

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Viewing an Adhoc Report

To View an Existing Adhoc Report:
1.      Click the Eye icon of the Adhoc Report that you wish to view.

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