How to Use Filters in Reports?

Modified on Mon, 26 Aug at 1:21 PM

In order to generate a report, you can click on "Download Report." from the Dashboard page or the property subgroup page, A filtering pop-up screen will appear, allowing you to customize your report according to your preferences.



For example, you can filter by status (e.g., "new") and apply other filters as needed.


Only the filters you've selected for the property group will appear in the PDF report you receive after clicking "Generate." and if you keep all the filters empty then you will receive a report with full filters.



Helpful Tips:


Snag Labels Filter: If you select all labels and you don't assign any label to a Snag, you'll receive an empty report, so it's best to leave this filter empty.



Other Recipient Filter: Selecting all recipients the system will send the report to everyone with access to the property group. If you're the only one who needs the report, leave this filter empty.


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