How can we help you?

Filter Reports by Custom Job Fields

Note: Filtering reports by a custom job field can only be performed on reports that can be sorted by Job (including reports created with Report Builder).

Custom job fields allow your organization to customize your jobs to track relevant job data. This data in turn can be used to organize any report where you can filter by Jobs. For instance, you might want to generate a report that tracks your organization's pipeline for jobs that require relocation costs. 

Note: Reports can only be filtered by the following custom job fields Types: Single Select, Multi-select, Yes/No, and User

 

Filter Reports by Custom Job Field

To start, click Reports on your navigation bar. From the reports page, select a report from the provided list or click Build a Report. For our example, we will use the Current Pipeline Per Job report.

Screen_Shot_2018-05-10_at_10.36.02_AM.png

Once you have selected a report, access the Filters and more panel. Navigate to the Job Filter field and click Change Filter.

Screen_Shot_2018-05-10_at_10.41.51_AM.png

From the Filter Jobs dialog box, navigate to the Custom Field drop-down menu and select a custom field.

Note: Only the following custom job fields Types: Single Select, Multi-select, Yes/No, and User will be included in the list.

Screen_Shot_2018-05-10_at_11.09.29_AM.png

Once you have selected a custom job field, navigate to the next field and select a value to filter by.

The bottom panel will preview all the available jobs that will be included in the report based on the custom field and custom field value selected. Additionally, you can filter the list of jobs further by other criteria or manually deselect jobs. Click Save to return to the report.

Screen_Shot_2018-05-10_at_11.19.28_AM.png

Apply any other additional filters or formatting to the report. When you have finished, click Apply to repopulate the report.

Screen_Shot_2018-05-10_at_11.25.51_AM.png