Guide on Saved Date Range Reports in Hauling Software
To Add a New Saved Report in Hauling Software
1. Select the Main Menu Drop-down
2. Select Reports
3. Select Reports Home
4. Select Date Range From the Reports Home Page
After Selecting the Date Range Report you can now set filters to be saved for your Saved Reports
**To manage Displayed Ticket Items**
Click Here to view " Managing Displayed Ticket Items "
To do this:
5. Expand Advanced Filters
6. Set the Dates for the Saved Report
7. Set all Advanced Filters
8. Select the Filter Button apply the Advanced Filters the Report
9. After selecting Filter, all the Tickets that are within the Advanced Filters and Date specified will be shown
To save the Report:
10. Select the Save Report Button
After Selecting Save Report
11. Enter the Name of the Report
12. Select Save Report
To view a Saved Report:
13. Expand Advanced Filters
14. Select the Saved Report Drop- Down
15. Select the Saved Report you wish to View
Saved Report will display below
To Delete a Saved Report:
16. Expand Advanced Filters
17. Select the Manage Button
18. Select the Remove Button corresponding to the Saved Report you wish to delete
19. Confirm the deletion by selecting OK from the prompt
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All information provided is for software products produced by CantrellJackson.com