View custom checksheets reports
With Okappy, you can have various check sheets as part of your job. These are typically risk assessments or similar, work done checksheet and customer feedback forms. You can also create custom checksheets which can be completed at any time, not just when a job is being completed.
See this support article for more information about creating custom checksheets.
Follow the steps below to run a report showing your completed check sheets over a period.
Generate a custom checksheets report
- Click Reports,
- Jobs and then Custom checksheets
- Select the date range to include when your checksheets were completed
- Select the check sheet type
- Click Generate report
This will create your job checksheet report.
The report shows the date the checksheet was completed and the name of the person completing the checksheet.
You can order the columns and filter to find a particular checksheet. Click the magnifying glass on the right hand side of the report to view the details of what was entered into the checksheet.
Export your completed checksheets report
You can export your report to Google Sheets or Microsoft Excel 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.