Run Now is used to run ad hoc reports as part of vWork's standard Reports feature.
Reports can be run to a schedule, but there may be occassions when you require a report on an ad hoc basis. The Run Now report tool enables you to run any standard report whenever you need it. You can tailor each standard report to your specific needs by selecting filters that specify the information you want the report to provide.
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?
In this article
This article explains how to generate a standard report on, an ad hoc basis, using the Run Now option in the Reports tab.
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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.
Job Type:
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).
Templates:
By default, all templates are selected for inclusion in your chosen report.
Click in this field to select 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.
Customers:
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, make sure you uncheck the checkbox next to the option Include jobs with no customer.
Workers:
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.
You can also click None to remove the checkmarks next to every worker and then select the workers you want to include in the report.
Date/Time Range:
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: Use the Date/Time Range filter when using 'Run Now' to generate an ad hoc report.
Job Status:
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.
Run an ad hoc report using Run Now
Use the Run Now option in the Reports screen to generate standard reports on an ad hoc basis.
There are two stages to generating and viewing a report with 'Run Now'; first you generate the report by selecting the report type and the filters you want to use, then you view the report and share it with the report recipients.
Generate the report
To generate 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 select the 'Job Status (v2)' report to run. - Select the filters you want to use.
💡 Tip: 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.
View and share a 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
This enables you to generate the report in its standard format and then print it as either a PDF or to any printer connected to your network.
Email
This sends the report as a PDF file by email to any email address. If the report is a CSV file, the email recipient will get a link to the CSV file as a PDF in the email. You can add as many email recipients as you like by separating their email addresses with a comma.
💡 Tip: Email is a great option to select if you try to generate a large report but get a 504 error. While this is an uncommon error, it can happen when the report PDF or CSV file you want to generate includes a lot of data and times out before all the data can be compiled into the selected report format.
PDF
This downloads the report in a PDF format for you to view in your selected PDF application.
CSV
This downloads the report as a CSV file for you to view in your selected CSV file viewer (Microsoft Excel and Google Sheets are commonly used applications for viewing CSV files.)
Favorite
The Favorite option makes the selected report, and all the filter selections you have made in it, available as a report to select when you create a 'Scheduled Report'.
💡 Tip: You can use more than one of these options enabling you to, for example, sav he report settings as a favorite, print the report, save it as a PDF, and email it.