Custom Views and Reporting

You have the power to customize how you see the Job, Customer, Vendor, Documents, and Catalog tables in JobTread. Build, save, and easily switch between your tables so your most valuable data is front-and-center. Click the Gear Icon at the top, left of the table to open the table settings. You will notice 4 tabs in the settings menu: Details, Columns, Sort, and Filter.

Details

The Details tab indicates which view you are customizing. You can edit the current view or clone the view to build a new view. Enter the name of your new view and click OK. An option appears to share your view with other users in your organization. You can also edit the name or delete your view in this tab.

Columns

The Columns tab lets you select which columns to include in your view. Items that are listed in black will be visible and those listed in grey are hidden from your table. Hide a column by clicking on the red X next to the column name. Unhide a column by clicking the grey + next to a hidden column name. Reorder the columns in your table by clicking the double-arrow symbol on the right of the column name and drag it above or below another column name. 

After you make a change, click Apply to see a preview of your changes. Click Save to save your template or Save As to save your changes as a new table view.

Sort

Use the Sort tab to select the order for your data to be listed. Data can be sorted either numerically or alphabetically. Select which column you would like the data sorted. Click the up arrow for the data to appear in ascending order or the down arrow for the data to appear in descending order. If you have identical data in the sorted column, such as the same customer name, you can add a secondary column by which to sort, such as Job Number. Easily remove sorted fields by clicking the red X next to its name.

After you make a change, click Apply to see a preview of your changes. Click Save to save your template or Save As to save your changes as a new table view.

Filter

Use filters to hide data in your table, based on your preferences. These are similar to rules that indicate which data will be included in your view. When data is filtered, only rows that meet your chosen filter criteria will display and other rows will be hidden. Click Add a Filter and select the criteria that you would like to remain in your table. Select which column in which you want to limit the data. Then choose the criteria for the data that you would like to keep visible in the view. Once you click Apply, data that does not meet the criteria within your filter will be hidden from your view. You can create multiple filters to limit data by more than one criteria by clicking the +AND / +OR options. Add as many filters as you want and also clear them one by one as needed by clicking the gray X next to the filter name.

After you make a change, click Apply to see a preview of your changes. Click Save to save your template or Save As to save your changes as a new table view.

Select a Default View

Have a table view that you use all the time? Select which view opens each time you navigate to the table. The default view is indicated by a filled-in star icon next to the view name. Click the view name dropdown menu to select a view. Set it as your default view by clicking the star icon next to the view name. The star will fill in, indicating that it is now your default view. Easily switch your default view as your needs change throughout the job.

Editing Your Template

If you would like to make a change to one of your custom views, simply select the view, click the gear icon to open settings, make changes to the columns, sorting, or filters. Then click Save to save the changes to the current view or Save As to create a new view.

Export Your Custom View

After saving your custom view, click the gear icon to re-open the table settings tools. In the Details tab, click the Export button to download CSV report. If you would like to open your exported view in Excel, locate the downloaded file on your computer, right click on the file icon, and select Open With then choose Excel.