View all completed jobs
With Okappy, you can easily generate reports to see what All Completed Jobs over a given time period.
To view all completed jobs over a period, select Reports, Jobs and then All Jobs. You can then select the time period to view all completed jobs.
Generate your completed jobs report
To generate your completed jobs report
- Click Reports in the menu bar
- Click Jobs and then Completed jobs
- Select the date range covering the date the job was completed
- Click Generate report
This will generate a report showing the completed date, reference, job type, customer, who did the job, address and job description. You can sort any of the columns and use the filter to home in on a particular row
Export your completed jobs
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.