Reports

Build, filter, schedule, and export your own reports from OutSmart data using the Reporting module.

Reports

Turn the data you already track into focused, shareable Excel reports.

Use Reports to review work orders, hours, invoices, materials, quotations, and related data. Build a report once, then reuse it whenever you need it.

Reports is available on Accelerate and Maximize. Saved snapshots require Maximize.

What you can do

Choose the records you need, the details they show, and their order. Preview the results before exporting them to Excel.

You can also schedule a report and forward it by email. This keeps recurring updates moving without manual exports.

Common uses include:

• Review completed work orders for a period.
• Check registered hours by employee or customer.
• Share invoice, material, or quotation data with your team.

Build a report in four steps

1. Choose a primary entity, such as Work orders, Hours, or Invoices.
2. Add columns that show the details you need.
3. Add criteria to include only matching records.
4. Preview, save, download, or schedule the report.

You can add a secondary entity for related information. For example, add hours or materials to a work order report.

Start here

Guide

Understand Reports Learn what the module includes and which plans support it.

Open guide

What is Reports?

Guide

Create a report Choose an entity, add columns, set criteria, and export.

Open guide

Create a report

Guide

Configure report criteria Use rules and AND/OR groups to narrow the results.

Open guide

Configure report criteria

Guide

Choose and arrange report columns Control the details and sort order in each report.

Open guide

Choose and arrange report columns

Guide

Schedule and forward a report Deliver reports automatically to internal or external recipients.

Open guide

Schedule and forward a report

Guide

Troubleshoot Reports Resolve common issues with criteria, columns, and output.

Open guide

Troubleshoot common Reports issues

Before you share a report

Preview the result before you download or schedule it. Check the criteria, columns, and sorting. This helps ensure recipients receive only the intended data.