Ad hoc job report
Ad hoc (search for a job) report
With Okappy, your work information is available at the touch of a button. You can easily filter your jobs and search for particular jobs. You can also generate a report for all jobs containing a particular key word using the "Search for a job" report.
To generate a report based off a job search, follow the steps below.
Generate your ad hoc (search for a job) report
To generate a report of all jobs which contain a particular keyword
- Click Reports in the menu bar
- Click Jobs and then Search for a job
- Add your job ID, reference, address, postcode or description
- Click Generate report
This will generate a report showing the job id, status, customer, reference and job description. You can view the details of the job by clicking the orange magnifying glass.
Export your ad hoc (search for a job) report
You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.
Share your report
You can share your report by email to colleagues or your customer by clicking the email icon ( ) at the top of the report.