Custom Forms Reports

Custom Forms Reports

Within Reporting, use the Forms tab to create reports that incorporate any Custom Form Template in your account.

To learn more about Custom Forms, click here.

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Create a Custom Form Report

Step 1: Form

Select the form you want to report on from the drop down.

Step 2: Date Range

Select the start date for the reporting period. Click on the calendar icon to choose a preset date range, then click Load Data.

• Today: From 12:00 AM to the current time

• Yesterday: Previous day from 12:00 AM to 11:59 PM

• This Week: From Monday through Sunday of the current week

• Last Week: Previous week

• Last 7 Days: Previous seven days, including today

• This Month: From the first of the current month to the current day

• Last Month: Entire month before the current month

• Last 30 Days: Previous 30 days, including today

• Custom: Use the calendar to select start and end dates

Step 3: Columns

Select the columns to include in your report by clicking Columns. Custom Form reports include these columns by default:

• #ID

• Name

• Status

• Created At

• Created Date

• Created Time

• Created By

• Related Customer

• Related Maintenance Agreement

• Related Job

• Related Invoice

• Related Project

• Related Asset

• Customer

  • Customer Display Name

  • Customer Company Name

  • Customer First Name

  • Customer Last Name

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.

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