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
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.
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.
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.