Question

• How can I build a custom report in DASH?

Answer

To create a new report using the New Report Creator:

1. Click on the "Reports" tab in the blue navigation ribbon within your DASH environment
2. Click "Add New Report" in the top left-hand corner of the Report grid.
3. Note when your new report page pulls up that the Job Number is automatically added to all reports. To add additional columns, click the plus sign (+) and select the desired data field from Drag Column into Grid in the left-hand column.
4. Keep in mind as you are adding columns, that what you see on the right-hand side is a small sample view of your report. However, it does not contain all of the data that your final report will have when you view it. 
5. Click and drag the desired fields into the grid area on the right. Note: You can move multiple fields at one time by holding down the CTRL key to select as many fields as
    you want to move.
6. To delete a column, press the black “X”( ) next to the name of the column.
7. To rearrange the columns, click on the column header and drag it into the position on the report that you would like.
8. You can filter, sort, or group the list in any way you want. The filter will save when you save the report.
9. NOTE: you can only add a filter to your report if it has that data as a column. For example, you couldn't add a filter for Job Status if you do not have job status added as a column first.
10. See this article for more information on how to sort and group your report columns -  Sort and group report columns
11. See this article for more information about ways to add filters to your report - Adding filters to custom DASH reports
12. Click Save and give the report a name/description. Click Save.

See our Reports manual for more information - Reports Manual

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