Running SortSpoke Reports
How-to Guide
Need help with running SortSpoke Reports?
Last updated: November 23, 2023
Prerequisites
- Your user account login (ie. email address and password) to SortSpoke.
- 'Reporting' Permissions on your user account.
Step 1 – Use your email address and password to login to SortSpoke.
Step 2 – Click "Login"

Step 3 – Click on account dropdown located in the top right hand corner of the page

Step 4 – Click "Reports"

Step 5 – Select a Report

Step 6 – Filter for project

Step 7 – Filter for category

Step 8 – Click Start date "yyyy/mm/dd"

Step 9 – Select date

Step 10 – Click End date "yyyy/mm/dd"

Step 11 – Select date

Step 12 – Specify viewing method

Step 13 – Click "Submit"

Step 14 – View on Screen (only recommended for short reports)

Step 15
Or Export as CSV (Note: if the report is too large to get a response, try making the date range smaller)

Step 16 – Click "Export"

Step 17 – View CSV file

That's all!
Please let us know if you need any additional support.
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