Saved reporting helps you get to the information you need faster

Jason Morjaria
Find me on:

Saved reporting is a brand new feature to Commusoft and was launched today.  It's designed to help users get to the information they need faster.

Filter_job_report.png

Saved reporting lets you customise a report and then save it for use later.

This is incredibly useful if you're job is to invoice completed jobs as you can create a report called 'Jobs that need invoicing' and have it easily accessible from the left reporting menu.

To use the feature just open up a report, choose your columns, choose what filters you want to apply and click 'Quick links' and 'Save'.  Give it a name and it'll appear in the left navigation automatically.

Share this article