Project Description

View completed check sheets report

With Okappy, you can have various check sheets as part of your job including check sheets at the start of the job (typically risk assessments or similar), work done checksheet and check sheets on completion of the job (often customer feedback forms).

To run a report showing your completed check sheets  over a period follow the steps below

Generate your checksheets report

  • Click Reports,
  • Jobs and then Completed check sheets
  • Select the date range to include when your checksheets were completed
  • Select the check sheet type
  • Click Generate report

Generating a report of completed checksheets

This will create your report showing the date the check sheet was completed, the appointment date of the job, a link to the job, the checklist type, customer and employee who completed the check sheet.

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 completed on the check sheet.

Completed check sheets report

Export your completed checksheets 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.

Completed check sheets spreadsheet

Completed check sheets spreadsheet

Export Checksheet Report to Google Sheets

Export Checksheet Report to Google Sheets

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.