There are a number of preset reports on DocketManager. For more information, see FAQ - What types of Reports are Available on DocketManager?


If you cannot locate a report to suit your needs, there is a tool for creating custom exports that can be utilized as custom reports. This can be done for Customers/Contacts and Orders/Items.


To create a custom export:

Step     Action

  1.      Select {Settings} and then select {Custom Export} From the Admin section.

  2.      Set the export parameters using a combination of column selection and search filters.

 

  Note: Export cannot be created using search filters only. At least one column must be selected or export 

  will appear blank. 


  Tip: Before creating the smartlist, you can select {Export} to generate the .CSV file and confirm the 

  report results.


  3.      Select the floppy disk icon to the right of Custom Export page header. 


            A Save Smart List modal window will open.

  















  3.       Enter a Name for the Smart List. 

  4.       Select {Save}.

 

The export parameters are now saved and this can be used as a custom report. 


Using a Smart List to Generate Custom Export

Step     Action

  1.       From the Customer Export page, select {All} to open the Smart List drop-down menu.

  2.       Select the desired Smart List. The page will refresh and the Smart List name will now 

            appear to the right of the search page name.  

  3.       Select {Export}.


For more information on custom exports, see Custom Export.