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Filtering Reports
Filtering Reports

Understanding, organizing and viewing reports info in the right way for you.

Enna avatar
Written by Enna
Updated over a week ago

It's easy to export a csv and filter your Wallet Transaction Report using Excel or another sheet software. Here's how: 

  1. Export the report to your email, and click Download CSV. Then, open the file on your computer.

2. To filter by technician or job type select a column

3. Then click the filter icon

4. Click the arrow that appears in the filter

5. Next, select the filters 

6. To calculate a column, first, select a whole column

7. Click auto sum

8. Click sum

9. You will see the calculation at the bottom of the column

-Jobox Team

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