View Reports

In the Reports Area, users with admin permissions can view the following reports for their location based on the estimate usage and parts that haven't been sold:

• Operations Quoted (NOT SOLD)
• Estimate Usage

To open the Reports Area:

• Click Admin from the menu bar, then click Reports Area.

On the Reports Area screen, click on a report to open it, enter your start and end date, then click Generate Report. From there, you can view the report or download the data to a CSV for later review.

In the Reports Area, you can:

• View reports for your location based on unsold parts or estimate usage.
• Download the report data to CSV files for later review.
• Access cloud reporting services, if applicable.

To get to the Reports area:

1. From the top menu bar on the Portal, click Admin.
2. From the Administrative Tools list, select Reports Area.
3. On the Reports Area page, under Built In Reports there are two reports available:
   • Operations Quoted (NOT SOLD)
   • Estimate Usage

Operations Quoted (NOT SOLD)

To create an Operations Quoted (NOT SOLD) report:

1. Select Operations Quoted (NOT SOLD) from the Built In Reports list.
2. To select a date range for your report criteria, click on the calendar icon to the right of START DATE and END DATE and select your start and end date.
3. Click Generate Report.

A table displays with a row for each operation in the report. Click on an operation name to view the related case.

To download your report data to a CSV file for later review:

• Click Download as: CSV at the bottom of the page below the report.

NOTE: If no data is available during your selected date range, you will see a message that says No data available for the selected period.

Estimate Usage

To create an Estimate Usage report:

1. Click on Estimate Usage on the Reports Area page Built In Reports list.
2. On Case Usage Report Criteria page, select a date range for your report.
3. To select a date range for your report criteria, click on the calendar icon to the right of START DATE and END DATE and select your start and end date.
4. Click on Generate Report to see the report.

To download the data to a CSV file for later review:

• Click on Download as: CSV at the bottom of the page below the report.

Cloud Reporting Services

Cloud reporting is available for any user setup with access to the Insite Reporting Tool. If you have not been configured for access to Cloud Reporting, please Contact Support.

To open the Cloud Reporting Services Application:

NOTE: You must already have access to Insite.

1. Click the Insite link at the bottom of the Cloud Reporting Services section.
2. A new page will open where you can enter your credentials.
3. Click Login.