Build a custom report

Reports opens on Money, Field and Safety, the reports most shops read every week. When you need a different cut, Custom builds it from your own jobs, estimates, invoices or clock hours.

1. Open Reports and tap Custom.

   Custom sits in the same row as Money, Field and Safety. The period above (Today, Week, Month, Quarter, Year or All) applies to the report too.

2. Choose Report on.

   Jobs, Estimates, Invoices or Hours. Hours counts only time cards already clocked out.

3. Tap the Columns you want.

   Each source has its own list, for example Number, Client, Job #, Status, Issued, Due, Tax and Total for invoices, or Person, Cost code, Week and Hours for hours.

4. Pick Group by, or leave it.

   With No grouping, one row each, every record is a row, newest first. Group by Job, Client, Status, Month, Week, Person or Cost code and the money and hours add up per group, with a Count column.

5. Read the Total, export or save.

   The Total row sums the money and hours. Export CSV downloads the report for a spreadsheet; Save report asks for a Report name and keeps it under Saved reports.

Reports people build first

Invoices grouped by Job: what each job has billed in the period.

Hours grouped by Person, with Week as a column: who worked how much each week, for payroll.

Jobs grouped by Lead source: which source brings the jobs, with their Estimated value.

Jobs grouped by Status or Stage: how many jobs sit at each step.

Good to know

Saving with a name you already used replaces that report. Delete takes a saved report off the list.

Without grouping the screen shows the newest 1,000 rows; group the report or export it for the rest.

Days, weeks and months follow your company's time zone.

Questions

Keep reading

• Job costing and change ordersBudget, committed and actual by cost code on every job, forecast and margin, overrun alerts, and change orders the client signs online.
• Time clock and crewsCrews clock in from the phone with the GPS point and an optional photo, the job picked for them on site. Approved hours feed the daily log and job cost.
• Estimates and invoicesCreate itemized construction estimates, let clients review and accept online, request a deposit, and turn accepted line items into the job budget by cost code.
• QuickBooks OnlineThe QuickBooks Online sync is built and tested on Intuit's sandbox and opens once Intuit approves our app. What will sync, and what to do until then.

Questions? Write to hello@groundflag.com