vWork Reports are a standard feature in vWork.
In this article
If you want to find out more about the standard report types that you can create in vWork please read the article: What are vWork Reports?
What are the Standard report filters?
The Run Now menu option enables you to create an ad hoc report by selecting one of the standard report options and narrowing the information shown in the report to include only the data as defined by the selected filters.
Depending on which standard report you select you can filter on any of the following parameters.
This enables you to select any job type using the Any option (this includes jobs and quotes), only Jobs (excludes jobs that are quotes), or only Quotes (excludes jobs that are not quotes).
By default, all templates are selected for inclusion in your chosen report.
Click in this field if you want to select the specific templates that jobs are based on for your report.
If you want to narrow your report to show results for jobs based on specific templates ensure that checkmarks are only included in the checkboxes next to those templates.
You can easily unselect all templates by clicking the None option in this field. This will remove the checkmark next to every template. You can then click to add a checkmark next to the specific templates you want to use for the report.
You also have the option to include jobs created under templates that have had a name change. Check the checkbox next to the option: Include old template names to include these jobs.
By default, all customers are selected for inclusion in your chosen report.
If you want to narrow your report to show results for specific customers you can search for and select these in the Search for customers field.
Also by default, the option to include jobs that don't have a customer is activated. If you want to exclude jobs that don't have customers saved against them then make sure you uncheck the checkbox next to the option Include jobs with no customer.
By default, all workers are selected for inclusion in your chosen report. Click in this field if you want to select specific workers to report on.
Like the templates filter, you can click None to remove the checkmarks next to every worker and then select the workers you want to include in the report.
Select the date and time range you want to report on from the default menu options, or create your custom date and time range if the default options do not match the date and time range you require.
Note: The Date/Time Range filters jobs based on the planned start time for a job. To find out more about how this filter works please read the article: How to use the Date/Time Range filter when running a Report.
By default, every job status is selected to include in your chosen report. Click in this field if you want to select specific job statuses to report on.
Like other filters, you can select None to remove the checkmarks next to every Job Status and then select the Job Statuses you want to include in the report.
How to run an ad hoc report using Run Now
Ad hoc standard reports are generated using Run Now in the Reports tab.
To run a report:
- Go to Reports > Run Now.
- Select the Report Type from the options in the Report Type menu.
Note: By default, the Custom Report is selected.
In this example, we are selecting the Job Status (v2) report to run.
- Next, select the filters you want to use.
Refer to the information describing the standard report filters above to find out more about each of these filters.
- Click Generate to run the report.
Once you have run the report you can choose how you want to view and share the report. You can do any of the following by clicking the associated icon:
- Print the report,
- Email it to an internal or external stakeholder, or customer,
- Download the report in PDF format,
- Download the report as a CSV file,
- Save the report settings to your Favourite Reports.
Tip: The Favourite Reports option makes this report, and all the filter selections you have made in it, available as a report to select when you create a Scheduled Report.
Note: You can use more than one of these options enabling you to, for example, print the report, save it as a PDF, and email it.