Project Description

All jobs report

With Okappy, you can easily generate reports showing all the jobs added to Okappy over a particular period.

To view all jobs added over a period, follow the steps below.

Generate your all jobs report

To generate a report of all the jobs added over a particular period

  • Click Reports in the menu bar
  • Click Jobs and then All jobs
  • Select the date range
  • Select which date to choose. This could be either
    • When the job was added
    • The date the job was completed
    • The appointment date – (this is the date on the job dashboard)
  • Click Generate report
Generate all jobs report v2

Generate all jobs report v2

This will generate a report showing all the jobs added onto Okappy between the selected dates.

The report shows the date the job was completed (if relevant), reference, job type, customer, who did the job, address and job description and status. You can sort any of the columns and use the filter to home in on a particular row

All Jobs Report

All Jobs Report

Export your jobs 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.