Overview of the Company Report in Hauling Software
To view the Company Report
1.) Select the Main-Menu Drop-down Menu
2.) Select Reports
3.) Select Reports Home
4.) From the Table Select Company
After Selecting Company from the Table you will be directed to the Company Report Page
5.) From the Company Reports Page, you can filter the Report by using the Date Range Filter
6.) After Selecting the Date Range, Select the Apply button to filter the Report.
You can also use the Advanced Filters option to further filter your Company Report.
6.) Expand the Advanced Filters option
7.) Using the Drop-down menu for each filter. Set filter to all areas required
8.) Select the Filter button
After setting the Date Range and any Advanced Filters you can now view the Company Report.
To view more information contained within the Company Report
9. Select the Company from the Report
10.) Select the Lease from the Report
11.) You will see below a list of all entered tickets by date within the filtered Date Range and Advanced Filters for each Lease
You can also Export the information from the Company Report by
12.) Selecting the Export to CSV button
You can export to 2 different CSV Exports
CSV- Company Only
CSV - Company + Lease
13.) Open the File from the bottom of the browser:
After selecting the file, the CSV will open in an Excel Spreadsheet.
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All information provided is for software products produced by CantrellJackson.com