View job check sheets report
With Okappy, you can have various checksheets as part of your job including check sheets at the start of the job (typically risk assessments or similar), work done checksheet and checksheets on completion of the job (often customer feedback forms).
Follow the steps below to run a report showing your completed job checksheets over a period.
Generate a job checksheets report
- Click Reports,
- Jobs and then Job checksheets
- Select the date range to include when your checksheets were completed
- Select the check sheet type
- Check whether to include checksheets from previous versions of the template or not
- Click Generate report
This will create your job checksheet report.
The report shows the
- Date the job was completed
- Appointment date of the job
- A link back to the job
- Type of job
- Which job checksheet was completed
- Customer
- Employee
You can order the columns and filter to find a particular check sheet or group of checskheets. You can click the job id to view the related job details or click on the magnifying glass on the right hand side of the report to view the details of what was entered into the check sheet.
Export your completed job checksheets report
You can export your report to Google Sheets or Microsoft Excel 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.
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.