Custom Template Creation
Creating & saving a custom template for all team member use or individual use
1. Navigate to your broker portal
2. Click on Operations --> Work orders
3. Run a filter then select the work orders you want to run a report against
4. Click "More"
5. Click "Download Work Order Report"
6. Click the "Custom Report" field.
7. Select the custom data you would want on the report. If it's on the left it's not going to be captured. Only the columns from the right had side will be captured. "Now click Save as template"
8. Name the custom report template you prefer
9. Leave user specific template unchecked if you want this to be accessed by all team members
10. Or select user specific if only for the creator
11. Click this button.
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