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While dashboards are great for high-level visual summaries, tabular reports provide the exact detail beneath those numbers. They work like spreadsheets built into Commusoft, so you can investigate specific records or prepare data for export.
âĄď¸ Click Analytics > Menu icon 
For a guided introduction, follow the tabular reporting section of the Analytics walkthrough.
Create a report folder
All tabular reports are saved inside a folder. If you don't already have a suitable folder for your new report, create one first.
In the menu, find the Reports section.
Click + New folder at the bottom of the list.
Enter a name for your folder.
Click Save.
Build a new custom report
Once your folder is ready, open the report builder. The builder takes you through each step of setting up your report.
âĄď¸ Hover over your folder > Click the three dots icon > Add report
Step 1: Basic details
Your data source decides which fields are available to use as columns. Start at the lowest level of detail you need. For example, select Invoice/Credits if you need to view financial line items.
Enter a Name for the report.
Confirm the Folder location and add an optional Description.
Select your Data source.
Click Continue.
Tip: Not sure which data source to select? Read What is a data source?
Step 2: Share with
Add-on required: Sharing with specific users or roles needs Analytics+, available on Customer Journey.
Decide who can access this report. You can share it with everyone, or with specific users or roles.
Option A: Share with everyone
Under Share with, select Everyone.
Select the access level, Can view or Can view and edit, from the dropdown below.
Option B: Share with specific users or roles
Under Share with, select Users or Roles.
Search for the user or role. You need to enter at least two characters.
Select them from the results to add them to the Who has access table. You can add more than one.
Double-click the Access field in their row and select Can view or Can view and edit.
Once your sharing is set, click Continue.
Step 3: Columns
This step decides what information appears in your report. The middle panel groups the available fields by category.
Use the search bar, or expand the categories in the middle panel, to find the fields you want to include.
Click Select next to each field to add it to your report.
Example: For a profitability report, you might select Job number, Job description, Last technician on site, and Grand total.
Your selected fields appear in the Columns on report panel on the right. To change their order, drag them using the
icon.To keep columns in view as you scroll sideways, click Don't freeze any columns at the top of the Columns on report panel. Then choose First column, First and second column, or First, second and third column.
Click Continue.
Step 4: Filters
Filters narrow down your report to only show rows that meet specific conditions or fall within a certain timeframe.
Under Condition 1, click the first field (--Please select--). A side panel opens.
Select the field you want to filter by.
The remaining options change based on the type of field you chose. Set them to build your rule.
Example: To view recent completed work, set Closed outcome is equal to Invoiced, and Closed on date and time to Last 6 Months.
To add more filters, click Add condition.
Click Continue.
Step 5: Totals
This optional step adds calculations, such as sums or averages, to the bottom of your numeric columns.
In the left panel, tick the box next to each numeric column you want to total, such as Grand total.
Use the dropdown next to the field to choose Sum, Min, Max, or Average.
Check the Preview table on the right to see the total row at the bottom of your report.
Click Continue.
Step 6: Grouping
This optional step organizes your rows into collapsible sections based on a shared value. You can group by up to two fields.
Tick the field you want to group your rows by.
Example: If you group a profitability report by Last technician on site, the report groups invoiced jobs under each technician's name.
If you group by a date field, choose how dates are grouped from the dropdown next to it. The options are Hour of the day, Day of the week, Date of the month, Week, Month, Month year, and Year.
Click Continue.
Note: On a grouped report, the Group column and the first grouping column stay in view as you scroll sideways.
Step 7: Value
If you grouped your report in Step 6, this optional step decides which numeric values are calculated and shown for each group.
Select the field and calculation type you want to show for your groups.
Example: Showing the Sum of the Grand total for each technician's group.
Click Continue.
Step 8: Condition formatting
This optional step applies visual rules to your report to highlight specific data.
Set up your formatting rules by selecting a field, condition, and highlight color.
Example: Color a row green if the Grand total is greater than or equal to a set amount. Color it red if it falls below that amount.
Click Continue.
Step 9: Distribute
Add-on required: Scheduling needs Analytics+, available on Customer Journey.
This optional step emails the report to chosen users on a regular schedule. Learn more about scheduling a report to be emailed.
Add a weekly or monthly schedule if you want one.
Click Save.
In the Confirmation window, type activate.
Click Activate.
To save your report without making it live, click Set as draft instead. Drafts don't show any data until you activate them.
What happens next
Once activated, your tabular report loads and shows your data. Click any column header to sort the data alphabetically or numerically. This also works on grouped reports.
See some example tabular reports.
Learn how to edit, clone, share, and schedule reports in Managing tabular reports.
To see all available Analytics workflows, return to Understanding Analytics.
Common questions
Why doesn't my new report show any data?
Why doesn't my new report show any data?
Your new report doesn't show any data if it's still a draft. Open it, click Edit, go to the final step, and click Save. Then type activate in the Confirmation window and click Activate.
Why do I see "No records found" when expanding a grouped row?
Why do I see "No records found" when expanding a grouped row?
You see "No records found" when you expand a grouped row if the report groups by a recalculated field. Fields such as Time to breach are recalculated every time the report runs. Because Commusoft doesn't store the value, it can't match the grouped results to individual records, so the expanded row is empty.
Why are the First payment method and Last payment method fields blank on a zero-balance invoice?
Why are the First payment method and Last payment method fields blank on a zero-balance invoice?
The First payment method and Last payment method fields are blank on a zero-balance invoice when a credit note brought the balance to zero. A credit note is treated as a balance adjustment, not a payment, so it doesn't fill in the payment method fields.
Why do some fields have an Analytics+ tag?
Why do some fields have an Analytics+ tag?
Some fields have an Analytics+ tag because they're premium fields, such as deleted or archived records. You need the Analytics+ add-on to select or filter by them.