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Using reports

Build a report in Report Studio by choosing a module, grouping, value, time period and filters, then view the results as a graph or a list.

1. Click "Report Center"

Zigaflow Dashboard with the Report Center dropdown highlighted in the top navigation bar above Recently Created Quotations

2. Click "Report Studio"

Report Center dropdown open on the Dashboard with the Report Studio option highlighted at the top of the menu

Choose what to report on

3. Choose the module you want to report on

Report Center screen with the Module dropdown arrow highlighted, currently set to Quotations, above the report chart

4. Click the type of report you want to view

Report settings with the Type dropdown arrow highlighted, currently set to Current Overview, above a column graph

5. Choose how you want to group the results

Jobs report with the Group By dropdown open, listing options such as None, Clients & Contacts, Parent Clients and Contacts

6. Choose how you want to breakdown results by time

Report settings with the Report By dropdown highlighted, set to Month, beside Report On set to Net above a column chart

7. Choose which value you want to report on

Report On dropdown open with Net highlighted, plus options like Tax, Total Price, and Gross Margin (Actual)

8. Click the time period you want to report on

Date Range dropdown in report filters with "last" typed in the search box and the Last Month option highlighted

Filter your results

9. Filter your results using the status filters

Jobs report with the Draft status filter highlighted in the status list beside the Report tab's column graph

10. Apply any additional filters

Report filters panel with the Business Type dropdown highlighted, showing options such as Architect, Developer and Landlord

View and explore results

11. Click which type of graph you want to view results in

Report tab with the Graph Type dropdown open showing Column, Bar and Line options, with Line highlighted

12. Click "Details" to see a list of results

Jobs Current Overview report with the Details tab highlighted beside the Report tab, above the bar graph settings

13. Click the link to jump to the relevant records

Report Details tab listing a Delivered job, with the job reference link in the Reference column highlighted

Learn more: reporting in Zigaflow

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