Daily checksheets report
With Okappy, you can set up daily checksheets which your engineers have to complete before viewing any of their jobs. A populate example of a daily check sheet is a vehicle check.
To view the daily checksheets which have been completed over a period, follow the steps below.
Generate your daily checksheets report
To generate a report of all the daily check sheets completed over a particular period
- Click Reports in the menu bar
- Click Jobs and then daily checksheets
- Select the date range covering the date the check sheet was completed
- Click Generate report
This will generate a report showing the date the daily checksheet was completed, checklist type and who completed it. You click the magnifying glass to view the daily check sheet.
Export your daily check sheet 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.
Share your report
You can share your report by email to colleagues or your customer by clicking the email icon ( ) at the top of the report.
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.