What it is
Reports is Tread’s custom report library. Each report renders live inside Tread, alongside the standard reports in Exports & Reports. When your team needs a report that does not exist yet, build it yourself with Build a Report, or ask Tread to configure it for your account.How Tread models it
- Report — a saved report that renders inside Tread. Tread configures reports for your account, or your team builds them with Build a Report. System reports are available to every account.
- Category — a group of reports. The report list is organized by category.
- Data scope — a report shows data for your company and its child companies.
- Time zone — a report renders in the viewing user’s time zone.
When to use Reports vs Exports
Build your own report
Build a Report opens a report builder inside Tread. Pick fields, filter, and group your own data, then save the report for your team.1
Open Build a Report
Go to Reports. In the Dashboard category, click Build a Report (1). The builder opens in your company’s folder.Click New (2), then Workbook.
2
Pick Customer Reports
Under Topics, pick Customer Reports. It holds job, load, order, project, and pricing data. Choose fields, then add filters and groupings to shape the results.
3
Save it for your team
Click File, then Save…. Save the report to your company’s folder. Everyone in your company with report access can open and edit it there.
Find your data
After you pick Customer Reports, the left panel lists its views. Each view holds one kind of record. Open a view to see its fields, then click a field to add it as a column.
For every field and what it means, see Build a Report fields.
Work with fields
What Build a Report shows
- Your data only — reports show data for your company and its child companies, like every other report.
- Pricing — rates and pricing fields are included.
Build a Report does not include Omni’s AI assistant. For a report you cannot build with the available fields, contact support@tread.io.
Access
Related
- Exports & Reports — standard reports, scheduled exports
- Build a Report fields — every field in the Customer Reports topic
- Roles & Permissions — who can view reports
- Companies & Hierarchy — the data scope for parent and child companies