How to build a report
SubcontractorHub provides essential analytics for your business through customizable reports and dashboards. Build custom reports for your specific data, such as leads, customers, projects, proposals, states, territories, and more within the SubcontractorHub platform. You can add these reports to your dashboard to visually represent and analyze your data and analytics effectively.
Step 1: Locate “Reports” from the SubcontractorHub main menu
Step 2: Click the “Add” button on the top right corner
Step 3: Add the name, select the report type and click “Done”
Step 4: Select the group row, order, and columns for sorting the data to be presented in the report
Step 5: Scroll down to add a description and select the chart type(Pie, Line, vertical, horizontal, stacked bar, and metric) for your report
Step 6: Scroll to the top and click “Run” to generate a preview of your report.
Step 8: Click “Save As” on the top to save your report
Step 9: You can also use the “Save and Run” button to save your report and generate a preview simultaneously. Your detailed report is now ready to be added to the dashboard
The “Quick Save” button helps you quickly save your report without a preview