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 "Report & Dashboard" and click “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