Employees report
Keeping track of your employees is key for any business. Okappy’s simple CRM functionality enables quick access to your employees records. But what if you want to download your list of employees or export them to another application such as Mailchimp. We have you covered, run the employees report to see all your employees, easily find a specific employees using the report filter or download your employees to a file for easy upload to other packages
To generate an employees report, follow the steps below.
Generate an employees report
To generate an employees report
- Click Reports in the menu bar
- Click Connections
- Select Employees
This will generate a report showing your customers. It includes
- the employees name,
- their email,
- telephone number,
- address,
- access type, and the
- date the employees was created.
You can filter employees by entering text into the search filter and download your subcontractors to Microsoft Excel or Google Sheets. Click the email icon to email the employees list to a colleague.
Export your employees
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.
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.