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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 2 - Click "Login"

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

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

Step 4 – Click "Reports"

Step 4 - Click "Reports"

Step 5 – Select a Report

Step 5 - Select a Report

Step 6 – Filter for project

Step 6 - Filter for project

Step 7 – Filter for category

Step 7 - Filter for category

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

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

Step 9 – Select date

Step 9 - Select date

Step 10 – Click End date "yyyy/mm/dd"

Step 10 - Click End date "yyyy/mm/dd"

Step 11 – Select date

Step 11 - Select date

Step 12 – Specify viewing method

Step 12 - Specify viewing method

Step 13 – Click "Submit"

Step 13 - Click "Submit"

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

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 15

Step 16 – Click "Export"

Step 16 - Click "Export"

Step 17 – View CSV file

Step 17 - View CSV file

That's all!

Please let us know if you need any additional support.

More Support Resources

We're here to help you extract any data from any kind of document. 

 

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Quick Start User Guide​

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API Reference Guide

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