Tuesday, March 29, 2022

Filtering the Forms Report

In this blog post, we want to tell you about a great feature we have recently added to our excellent Forms Report. We will now have the ability to filter by a specific form, similar to how the Custom Field Report works. This feature is very useful because it allows you to focus on a specific report, which for some companies is a big time saver being that they can handle multiple reports at the same time and for many employees.

Let's have a look! First, let's find the Forms Report in the Reports tab, underneath the "Task/Job Costing Reports" section:

Here is an example of a company that handles a big number of different forms, which we can check by opening the "Form" dropdown menu:

Of course, if we generated the report without filtering it, we would get a large amount of results, many of which we may not even need to review at the moment:

Click on image to enlarge

So, to make our lives easier, we are going to filter by the one form we need at this moment, "Property Damage Report". Doing this will give us a much more streamlined set of results, so we can dive into them instead of finding them one by one among a bigger list.

Click on image to enlarge

Once that is done, just click the "Download" button and you will be able to see your Form generated as a PDF file!

That's all for now, stay tuned for more exciting news...

--Econz Team

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