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

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

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.

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

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.