How do I generate reports in Bolster?

Overview
The Reports page lets you generate a report of your jobs and other records using filters such as report type, owner, job, status and date range. Once the report is generated, you can export it to Excel, choose which columns to show, and change the zoom.

Open Reports

1. In the left-hand menu, click Financial.

2. Click Reports.

Generate a Report

1. In the top right corner, click the first filter and select the report type: Pending jobs, Jobs, Invoices, Customers, AR Aging or Bolster Impact.

2. Set the other filters as needed, such as All owners, All jobs and Status.

3. Click the date filter (for example, Last 30 days) and select a date range. If you have a lot of estimates, you can select All time.

4. Click Generate. The report appears on the page.

Export and Adjust the Report

1. Next to Report, click the gear icon.

2. Select one of the following options:

• Export to Excel: Downloads the report as an Excel file.
• Column visibility: Choose which columns you want to see in the report.
• Zoom: Select a zoom level, from 50% to 200%.

Why This Matters

• Filters let you pull exactly the jobs, invoices or customers you need for a given time period.
• Exporting to Excel lets you download the report and work with it outside Bolster.

Summary

To generate a report, go to Financial > Reports, set the filters in the top right corner, including the report type and date range, and click Generate. Click the gear icon next to Report to export to Excel, choose which columns are visible, or change the zoom.