Viewing and Downloading Reports

In this tutorial, you will see how to view the reports available on Squeegee and download them.

Alice
9 steps
54 seconds

Sqg

Click into the 'Reporting' tab.

You will then be able to see the dropdown menu and filter the list so it shows: - All - Automation - Custom Fields - Customer - Export - Financial - Job

You will notice that some of the reports have a green padlock at the end of the title - this indicates that it is either a private report or a custom report for another business.

To find the report you need you can either browse on the 'All' page or you can click the search icon in the top right and start typing based on key words from the report title.

To find a brief summary of the report you can click on the blue 'i' under 'Details' (circled on step 3).

For this example, I will search 'invoices' and use the report 'Invoices by Date Range'.

Since this uses a date range to collect all the information that relates to the report, you will need to select a 'From' and 'To' date that the report will span across.

This will then open up the report of all invoices across that date range. You will see the subheadings across the top include: - Date - Invoice Number - Invoice Reference - Customer - Customer Reference Number - Customer Address - Job Frequency - Round - Due Date - Status - Subtotal - Tax - Amount You can click on these to filter them, in alphabetical order for example.

You can also scroll down on these reports to view all the invoices included within this date range.

You can then click on the top right three dots and 'Download' the report, you can then import this onto another software such as *Google* *Sheets* or *Excel*.