View jobs done for customers
Jobs for customer report
With Okappy, you can easily generate reports to see what jobs have been done by a particular customer over a given time period.
To view all completed jobs done for a customer over a period, follow the steps below.
Generate your jobs for customer report
To generate your jobs for a particular customer
- Click Reports in the menu bar
- Click Jobs and then Jobs for customer
- Select the date range covering the date the job was completed
- Select your customer
- Click Generate report
This will generate a report showing the completed date, reference, job type, customer, who did the job, address and job description. You can sort any of the columns and use the filter to home in on a particular row
Export your jobs for customer 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.