Commusoft offers powerful reporting tools - and we know it's one of the many features that our clients love. Running custom reports on your jobs, customers, invoices, parts, and almost every other area of Commusoft gives you the crucial insight needed to grow your business - after all, information is power!
We have been working on a welcome upgrade to reports in Commusoft. Starting next week, you will be able to use our brand new and totally redesigned reporting filters.
Our old report filters got the job done, but it could be difficult to see which filters were applied when they were hidden in the side panel. We've brought the filters front and centre, so they now sit in a new and intuitive menu at the top your report.
It's easy to see which filters have been added to the report, quick and simple to add others, and is all bundled up in a slick interface.
Take a look for yourself:
Using the new filters
Our redesigned report filters are incredibly intuitive. Simply click into the filter menu at the top of the report to see a dropdown list of available filters for that report. Remember, every type of report has its own list of filters, so the jobs report can be filtered in ways that the customer report cannot, and vice versa.
The example below shows the customer report filters.
Click on a filter to add it. Some filters will respond differently, for example, the 'Customer type' filter will present a dropdown of the different customer types for you to select from. Whereas, the 'Address line 1', 'Town', 'County', or 'Postcode' filters require you to type in your search term, e.g. County: West Yorkshire. Hit enter once you've added your text.
You'll notice the added filters will display at the top as you go, making it really easy to keep track of what you've added so far.
Feel free to add as many as neccessary for you to drill down to the data you're looking for! The next step is important - you'll need to click the purple 'Apply filters' button to refresh the report.
Once you click that, you will see just the results that match your filters. You'll also notice the filters in the top menu will now turn a darker blue. This shows you that those filters are active on the report. If you're ever not seeing the results you were expecting to see, check to make sure all of the filters are dark blue (meaning active) and if not, click the 'Apply filters' button to apply them.
You can also use checkbox filters - all you have to do is click on these to activate them and tick the box. In the example below, this report will show invoices that have not been emailed or printed.
The date filters work exactly the same as before, using the date range picker you'll already be familiar with. Just look for 'Created on' in the list of filters - this term will vary between reports, for example, for invoices it will be 'Invoice date' and for service reminders it will be 'Due date', etc.
To remove filters, all you need to do is click the 'x' on the filter you wish to remove. The report will update as filters are removed, so there is no need to apply the filters again.
Saving custom reports
Don't forget you can save your reports for easy access. One you've added the desired filters to your data, click the 'Quick links' button in the top right corner and then select 'Save'. You'll be prompted to give the report a name - I suggest something logical and easy to understand in the future. This report can then quickly be accessed from the reporting side menu under the header 'Custom reports'. This saves you time as it means you won't need to add all the required filters each time.
That concludes our overview of these new reporting filters - what do you think? Let us know on Facebook, Twitter, or LinkedIn. We can't wait for you to get your hands on and try out these new and improved filters.