Ad hoc job report2019-08-12T09:01:15+01:00

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
Reports generate ad hoc jobs

Reports generate ad hoc jobs

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.

Reports view ad hoc jobs

Reports view ad hoc jobs

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.

Export ad hoc jobs to Google Sheets

Export ad hoc jobs to Google Sheets

Export ad hoc jobs to Excel

Export ad hoc jobs to Excel

Share your report

You can share your report by email to colleagues or your customer by clicking the email icon ( Email report ) at the top of the report.

Email Report

Further information

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.