To generate a report of all the jobs which have been cancelled / deleted over a particular period

• Click Reports in the menu bar
• Click Jobs and then Cancelled / deleted 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 cancelled jobs report v2

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

Reports view cancelled deleted jobs

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.

Export cancelled deleted jobs to Google Sheets

Export cancelled deleted jobs to Excel

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.