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## Browse Collection 1. [View and Export Weekly Reports](https://help.veeshift.com/5axtD7DMrkk-account-management/LbiiNWTUKyo-view-and-export-weekly-reports.md) (Video) 2. [Generating and Exporting a Filtered PBJ Report with Specific Date and Location Settings](https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings.md) (Video) --- # VIDEO: Generating and Exporting a Filtered PBJ Report with Specific Date and Location Settings ## METADATA - id: Reaxq4x4G02kkxYVyUFutA - type: video - source: VeeShift - content_url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings - collection_url: https://help.veeshift.com/5axtD7DMrkk-account-management ## TRANSCRIPT - time: 00:00 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=0 text: In this video, let's see how to manage and export PBJ Reports with specific filters and settings. - time: 00:07 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=7 text: As you can see, there are some pre-arranged filters for you to display data relevant to this quarter. - time: 00:13 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=13 text: But you can certainly change it once you click on it - to display monthly data or the timeframe you wish. - time: 00:22 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=22 text: If you manage multiple locations, you can certainly filter by location too. - time: 00:27 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=27 text: Click on add filter and choose location as the variable. - time: 00:32 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=32 text: Then choose the location you wish to see the data at. - time: 00:36 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=36 text: Once selected, just click out of the filter pop-up and it will save your choice. - time: 00:43 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=43 text: To add more relevant data to export, navigate to Columns. - time: 00:48 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=48 text: In the modal, select "All Columns." - time: 00:52 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=52 text: Here you can choose what data should be displayed in the report, for example, Assignee! - time: 00:57 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=57 text: Usignee. - time: 00:59 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=59 text: Once done, click out of the modal to save your selection. - time: 01:04 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=64 text: Now let's see how to export the data. Go to the three little dots on the right. - time: 01:09 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=69 text: In the dropdown menu, select "Export with Filters." - time: 01:14 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=74 text: Once clicked, you will see this message pop up, click "Go to Files." - time: 01:21 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=81 text: Once download is available, click the "Download" button next to the desired CSV file, and there you will have all the data - time: 01:27 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=87 text: as you wish. - time: 01:29 url: https://help.veeshift.com/5axtD7DMrkk-account-management/51vtfAr5THE-generating-and-exporting-a-filtered-pbj-report-with-specific-date-and-location-settings?start_time=89 text: Thank you for using veeshift as your source of Per diem and permanent staff. ## SUMMARY ## How to Manage and Export PBJ Reports with Specific Filters and Settings In this guide, we will walk you through the process of managing and exporting PBJ reports using specific filters and settings. Follow the steps below to customize and export your data efficiently. ### Step 1: Adjust Filters - Begin by reviewing the pre-arranged filters that display data relevant to the current quarter. - To change the time frame, click on the filter and select your desired monthly data or specific time frame. - If you manage multiple locations, you can filter by location: ### Step 2: Customize Columns - Navigate to the **Columns** section. - In the modal, select **All Columns**. - Choose the data you want to display in the report, such as **Assignee**. - Click outside the modal to save your selection. ### Step 3: Export the Data - Locate the three little dots on the right side of the screen. - In the drop-down menu, select **Export with Filters**. - A message will pop up; click **Go to Files**. - Once the download is available, click the **Download** button next to the desired CSV file. And there you have it! You now have all the data you need, exported with your specified filters and settings. Thank you for using vShift as your source for per diem and permanent staff management.