M3 was designed from the ground up to provide customizable report creation.  To create a new service report.

  1. On left menu go to Services > View All
  2. Using the “+” button on the right side of your page, select all columns you would like to view in your report
  3. Once your columns are selected, drag your columns into the order you would like in your report.  (Note: you can move columns by dragging the labels left or right) 
  4. If you would like to filter your report, select the blue icon next to each label and choose the values you would like to view in your report.
  5. Each filter will appear under “Filters” on the top of your viewing section.  Deselect any filters you would like to remove.
  6. Once you are happy with your report, select the “Add Service / Actions” on the right hand side of your window.  This button is located under your “Total Monthly Recurring Cost”
  7.  Select Reports / Views
  8. Write the name of this report under “Create a New Report”.  (Note: If this is an update to an existing report, select the “Update” value next under Change Report.) 
  9. Select “Create Report”.  (Note: this report is unique to you and not shared within your organization, so feel free to create as many reports as you’d like)
  10. To access this report in the future, go back to the “Add Service / Actions” button and select the name of your report.
  11. To print your report (after selecting your report), go the “Add Service / Actions” button and select “Print”.  Your report will be emailed to you.

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