Notes report
Effective field service management is critical to the success of any organization that relies on technicians to provide services in the field. Keeping track of job details, customer information, equipment data, and more can be a daunting task, but with the right tools and processes in place, it can be streamlined and efficient.
One important component of field service management is note-taking. Accurate and detailed notes help technicians, dispatchers, and managers stay informed and make informed decisions. With Okappy, you can take notes for a job, a customer or subcontractor. This support page provides step by step instruction on how to view those notes through the notes report.
For more information on adding notes, see
To generate a notes report, follow the steps below.
Generate a notes report
To generate a notes report
- Click Reports in the menu bar
- Click Connections and then select Notes for connection(s)
- Select the date range.
- Choose a customer, a subcontractor view notes for all connections
- Click Generate report
This will generate a report showing the notes for that connection (or connections) over the relevant time period.
The reports includes the date the note was added, who created it, a link to a job (if relevant), the reference, the connection the note relates to and the details of the note.
You can filter notes by entering text into the search filter and download the notes to Microsoft Excel or Google Sheets. Click the email icon to email the notes to a customer or colleague.
To delete a note, click the Delete button towards the right of the note.
Export your notes 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.
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.
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.