How to Pull Immediate Reports

In the reports page, open the Reports dropdown and select the type of report you would like to access. You can gather reports on CAD requests/revisions, docs requests, solar proposals, and more.
After selecting the type of report, you have the option to select the company that you want the report for. This tool comes in handy if you have subcompanies and you would like a report focusing on one of the subcompanies.
Additionally, you have the option to select the timeframe of what you want the report to show.
After selecting these options, press the run report button or the download button to get a .csv version of the report.