Managing QuickView Reports

    After saving a work order report or a proposal report you may enable it to appear on QuickView. You may also view the number of work orders and proposals that meet the report criteria; run the report to view the work orders and proposals; update the report; and disable the report from appearing on QuickView.

    Note: Any QuickView report you create can only be seen by you; your QuickView reports cannot be shared with or seen by others.

    QuickView with Example Reports

    Enabling a Work Order Report on QuickView

    Once you have saved a work order report, you may enable it to run on QuickView. You may enable a maximum of 6 work order reports.

    How to enable a QuickView Work Order Report:

    1. On the My Saved Live Reports page, check the Show on QuickView box next to the desired report.
    2. On the top navigation bar, click more ▾.
    3. Click QuickView. The QuickView page appears. The selected report appears under the Workorders tab, and the results of the report, if any, also appears.

    Enabling a Proposal Report on QuickView

    Once you have saved a proposal report, you may enable it to run on QuickView. You may enable a maximum of 6 proposal reports.

    How to enable a QuickView Proposal Report:

      1. On the My Saved Proposal Reports page, check the Show on QuickView box next to the desired report.
      2. On the top navigation bar, click more ▾.
      3. Click QuickView. The QuickView page appears.
      • The selected report appears in the Proposals section.
      • The results of the report, if any, also appears.

    Retrieving QuickView Results

    You may retrieve work order or proposal results directly from QuickView. You may either view the results on screen, or export them as a file.

    How to Retrieve On-Screen QuickView Work Order or Proposal Report Results:

    1. After accessing QuickView, click the name of the report. The respective Reports page (either Work Order Report or View Proposals) will appear.
    2. Click Retrieve Report. The result of the report will appear.

    How to Retrieve QuickView Work Order or Proposal Report Results as a File:

    1. After accessing QuickView, click the name of the report. The respective Reports page (either Work Order Report or View Proposals) will appear.
    2. Under Report Type on the bottom of the page, click either Printable or MS Excel.
    3. Click Retrieve Report. The result of the report will appear as the selected file.

    Updating QuickView Result Criteria

    To update the results that appear in QuickView, you must first update the criteria in the related saved report. See Saving and Retrieving a Work Order Report for more information.

    Disabling a QuickView Report

    There may be times when you want to switch the reports that appear in your QuickView. You do not have to delete a report in order to disable it from QuickView; you may simply disable it from QuickView.

    How to disable a QuickView Report:

      1. On the My Saved Live Reports page or the My Saved Proposal Reports page, uncheck the Show on Quickview box for the desired report. The report will no longer appear on QuickView.