Creating Your own Reports in BigTime

Preview a Custom Report


You can preview a custom report before you publish it. This article will show you how.

First, we’ll create a custom report. Then we’ll preview it. 

  1. Click Reports...Report Center from your navigation bar.
  2. Click on the magnifying glass, and then click on the hyperlink Create Your Report.
  3. Select a report type and click Next.
  4. Select your columns
  5. Click Preview Report to do just that.

    A new tab will populate with a preview of your report details. However, the preview feature is only available the first time you create the report. 

    On this new tab, you’ve got a few options.

    We’ll explain what happens when you click on each option below.

    “i” - get field summaries for each field, such as project, client, and staff member.

    Magnifying glass - a search box appears, where you can enter specific terms or names. The found searches appear in green.

    Triangle in box - add filters to your report columns.

    Export - download the report as a Word, Excel, or PDF file.

    Green box - expand your view.

Where to Go from Here:

Deleting Memorized Reports

Sorting/Grouping on Reports


Was This Helpful?