How to Create a Report

SubcontractorHub’s reporting tools allow you to generate custom reports tailored to your organization’s data needs. Whether you're tracking proposal activity, job progress, or financial insights, reports help visualize key metrics and identify trends. Follow the steps below to create and customize a report from scratch.

Step 1: Locate "Report & Dashboard" and click on the “Reports” tab on the left-hand side.

Step 2: Click “+Add”.

Step 3: Input the report name and report type, then click “Done”.

Step 4: Select which fields you want to group by. You can only group by two fields at a time.

Step 5: If you would like to have your report ordered by specific dates or types (ascending and descending) then you can select that field in the “Order By” section.

Step 6: Add the fields you would like to display in the report under "Add Columns".

Step 7: If you would like to add a chart to this report, click on the "Add Chart" toggle.

Step 8: Select what Chart Type you would like displayed.

Step 9: Click "Filter" to add specific filters to your report.

Step 10: Add Filters by selecting fields to filter by that are in or related to your report type.

Step 11: Click "Choose an Operator".

Step 12: Enter a "Value" or select from the drop-down if applicable.

Step 13: Click "Apply".

Step 14: Click "Save & Run".