Custom views let you organise data your way, whether it’s Jobs, Time, or Invoices.

Need to track time and budgets, prep for a review, or focus on a specific service or time period? Show only the columns you need, filter the relevant data, and cut through the noise.

Save views for quick access and share them with your team. It’s all about making your workspace work for you.

It’s just three steps:

Add and remove columns to view what's relevant to your scenario.

Click the column icon (third icon on the sidebar) to access the full list. You can see a breakdown of what a column is and how it's calculated by hovering over its name.

Rearrange your columns by dragging and dropping the handle next to each column.

To remove a column, click the X next to the column name.

Filters allow you to zoom in on specific data such as services, time periods, companies and much more.

Click the filter icon (second icon on the sidebar) to open the full list.

Click the + to select a filter and apply the relevant criteria.

Saving allows you to access the view in one click next time you need it.

Click 🖤 Save as Favourite at the bottom right of your screen, add a relevant name and hit save.

You can view all your saved views using the favourites icon (first icon on the sidebar). Any that you've saved will be stored under My Favourites.

You can share any custom view that you've created yourself and saved.

Hover over the custom view you want to share and click the share icon that appears.

When you share a custom view, your whole team will be able to access it. However, any data they don’t have permission to view will remain hidden.

If you want to analyse your data or need to share it externally, you can click the Export CSV button in the bottom left.

You'll see an option to export all columns or just the visible ones.

To export a custom view, you’ll need to have the export permission enabled. If you’re unsure about your permissions, take a look at this article for more details.

Still can't see the export button? Make sure you're scrolled all the way to the left of your screen so you can see the Total (XXX) note on the left.

Want to take your reporting to the next level by comparing list views, creating custom formulas and applying display rules? Take a look at extended reporting.