{"id":27632,"date":"2019-08-29T13:01:17","date_gmt":"2019-08-29T12:01:17","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=27632"},"modified":"2019-08-29T13:01:17","modified_gmt":"2019-08-29T12:01:17","slug":"outstanding-jobs-per-customer-engineer-and-job-type","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/outstanding-jobs-per-customer-engineer-and-job-type\/","title":{"rendered":"Outstanding jobs per customer, engineer and job type"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Outstanding jobs per customer, engineer and job type<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can see the outstanding jobs per customer, employee or subcontractor and job type.<\/p>\n<p>There are a couple of ways you can do this, read on to find out more.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">View outstanding jobs by customer, employee and job type in the job dashboard<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To view outstanding jobs by customer, employee and job type on the job dashboard<\/p>\n<ol>\n<li>Click the filter<\/li>\n<li>Select\u00a0<strong>Outstanding jobs<\/strong><\/li>\n<li>Type in the <strong>customer name<\/strong>, <strong>job type<\/strong> and <strong>engineer&#8217;s name<\/strong> in the filter box<\/li>\n<\/ol>\n<p>Check out the video below to see how it&#8217;s done.<\/p>\n<p><a href=\"https:\/\/okappyimages.okappy.com\/Outstanding-jobs-per-customer-type-and-engineer.mov\">Outstanding jobs per customer type and engineer<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">View outstanding jobs by customer, employee and job type as a report<\/h3><\/div><div class=\"fusion-text fusion-text-3\"><p>To view outstanding jobs by customer, employee and job type as a report<\/p>\n<ul>\n<li>Go to the <strong>Reports<\/strong> screen<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27625\" title=\"reports outstanding jobs reports\" src=\"https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-1024x712.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-1024x712.png\" alt=\"reports outstanding jobs reports\" width=\"1024\" height=\"712\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27712%27%20viewBox%3D%270%200%201024%20712%27%3E%3Crect%20width%3D%271024%27%20height%3D%27712%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-200x139.png 200w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-300x209.png 300w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-400x278.png 400w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-600x417.png 600w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-768x534.png 768w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-800x556.png 800w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-1024x712.png 1024w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports-1200x835.png 1200w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-reports.png 1310w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>Jobs<\/strong> and then <strong>All jobs<\/strong><\/li>\n<li>Enter a date range covering a period when the jobs were added<\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27630\" title=\"reports outstanding jobs generate report\" src=\"https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-1024x712.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-1024x712.png\" alt=\"reports outstanding jobs generate report\" width=\"1024\" height=\"712\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27712%27%20viewBox%3D%270%200%201024%20712%27%3E%3Crect%20width%3D%271024%27%20height%3D%27712%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-200x139.png 200w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-300x209.png 300w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-400x278.png 400w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-600x417.png 600w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-768x534.png 768w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-800x556.png 800w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-1024x712.png 1024w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report-1200x835.png 1200w, https:\/\/okappyimages.okappy.com\/reports-outstanding-jobs-generate-report.png 1310w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>You can then type in the customer name, job type and the name of the engineer the job was assigned to.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Create a dashboard in Google Sheets<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>To create a dashboard in Google Sheets,<\/p>\n<ul>\n<li>Click the <strong>Google Sheets<\/strong> icon<\/li>\n<li>Click <strong>Copy formula<\/strong><\/li>\n<li>Click <strong>Create a new sheet<\/strong> in the alert which pops up<\/li>\n<li>In the new Google sheets, select a cell and paste the copied formula<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27627\" title=\"google sheets outstanding jobs\" src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-1024x712.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-1024x712.png\" alt=\"google sheets outstanding jobs\" width=\"1024\" height=\"712\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27712%27%20viewBox%3D%270%200%201024%20712%27%3E%3Crect%20width%3D%271024%27%20height%3D%27712%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-200x139.png 200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-300x209.png 300w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-400x278.png 400w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-600x417.png 600w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-768x534.png 768w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-800x556.png 800w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-1024x712.png 1024w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-1200x835.png 1200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs.png 1310w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Highlight the cells containing all the data which has been pulled down from Okappy<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27624\" title=\"google sheets outstanding jobs create pivot table\" src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-1024x712.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-1024x712.png\" alt=\"google sheets outstanding jobs create pivot table\" width=\"1024\" height=\"712\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27712%27%20viewBox%3D%270%200%201024%20712%27%3E%3Crect%20width%3D%271024%27%20height%3D%27712%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-200x139.png 200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-300x209.png 300w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-400x278.png 400w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-600x417.png 600w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-768x534.png 768w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-800x556.png 800w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-1024x712.png 1024w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-1200x835.png 1200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table.png 1310w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>Data<\/strong><\/li>\n<li>Click\u00a0<strong>Pivot table<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27626\" title=\"google sheets outstanding jobs create pivot table confirm\" src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-1024x712.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-1024x712.png\" alt=\"google sheets outstanding jobs create pivot table confirm\" width=\"1024\" height=\"712\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27712%27%20viewBox%3D%270%200%201024%20712%27%3E%3Crect%20width%3D%271024%27%20height%3D%27712%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-200x139.png 200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-300x209.png 300w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-400x278.png 400w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-600x417.png 600w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-768x534.png 768w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-800x556.png 800w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-1024x712.png 1024w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm-1200x835.png 1200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-create-pivot-table-confirm.png 1310w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Check <strong>New sheet<\/strong><\/li>\n<li>And then click <strong>Create<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27628\" title=\"google sheets outstanding jobs filter\" src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-1024x712.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-1024x712.png\" alt=\"google sheets outstanding jobs filter\" width=\"1024\" height=\"712\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27712%27%20viewBox%3D%270%200%201024%20712%27%3E%3Crect%20width%3D%271024%27%20height%3D%27712%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-200x139.png 200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-300x209.png 300w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-400x278.png 400w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-600x417.png 600w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-768x534.png 768w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-800x556.png 800w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-1024x712.png 1024w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter-1200x835.png 1200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-filter.png 1310w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click into the pivot table and then select the following options in the pivot section on the right of the sheet\n<ul>\n<li>Click <strong>Add<\/strong> in the <strong>Rows<\/strong> section<\/li>\n<li>Select customers<\/li>\n<li>Click <strong>Add<\/strong> in the <strong>Columns<\/strong> section<\/li>\n<li>Select <strong>Assigned<\/strong><\/li>\n<li>Click <strong>Add<\/strong> in the <strong>Values<\/strong> section<\/li>\n<li>Select <strong>ID<\/strong> and then in the\u00a0<strong>Summarise by<\/strong> option, select <strong>COUNT<\/strong><\/li>\n<li>Click <strong>Add<\/strong> in the <strong>Filters<\/strong> section<\/li>\n<li>Select <strong>Status<\/strong> and select the following statuses:\u00a0<strong>No status, On site <\/strong>and<strong> Work done<\/strong><\/li>\n<li>Click <strong>Add<\/strong> in the <strong>Filters<\/strong> section again<\/li>\n<li>Select <strong>Type<\/strong><\/li>\n<li>Select the relevant job type you want to see the data for<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27629\" title=\"google sheets outstanding jobs per customer employee type\" src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-1024x712.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-1024x712.png\" alt=\"google sheets outstanding jobs per customer employee type\" width=\"1024\" height=\"712\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27712%27%20viewBox%3D%270%200%201024%20712%27%3E%3Crect%20width%3D%271024%27%20height%3D%27712%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-200x139.png 200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-300x209.png 300w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-400x278.png 400w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-600x417.png 600w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-768x534.png 768w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-800x556.png 800w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-1024x712.png 1024w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type-1200x835.png 1200w, https:\/\/okappyimages.okappy.com\/google-sheets-outstanding-jobs-per-customer-employee-type.png 1310w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>To have Google Sheets update the pivot table automatically.<\/p>\n<ul>\n<li>Go to tab which contains the original downloaded data<\/li>\n<li>Select the cell where you originally pasted the formula from Okappy<\/li>\n<li>Find the part of the formula which contains ToDate<\/li>\n<\/ul>\n<blockquote>\n<p><em>=IMPORTDATA(&#8220;https:\/\/www.okappy.com\/myautoalert\/reports_export.jsp?ReportType=All+jobs&amp;FromDate=01-01-2019+09:00&amp;ToDate=<strong>29-08-2019+17:00<\/strong>&amp;key=15569099553381b50cfe22c0a3167e174cef4dccd8&amp;ForCID=-1&amp;invoiceType=raised&amp;UserID=2&amp;description=-1&#8243;)<\/em><\/p>\n<\/blockquote>\n<ul>\n<li>Replace the data and time with <strong>&amp;TEXT(TODAY(), &#8220;mm-dd-yyyy 23:59&#8221;)<\/strong><\/li>\n<\/ul>\n<blockquote>\n<p><em>=IMPORTDATA(&#8220;https:\/\/www.okappy.com\/myautoalert\/reports_export.jsp?ReportType=All+jobs&amp;FromDate=01-01-2019+09:00&amp;ToDate=&#8221;<strong>&amp;TEXT(TODAY(), &#8220;mm-dd-yyyy 23:59&#8243;)&amp;&#8221;<\/strong>&amp;key=15569099553381b50cfe22c0a3167e174cef4dccd8&amp;ForCID=-1&amp;invoiceType=raised&amp;UserID=2&amp;description=-1&#8243;)<\/em><\/p>\n<\/blockquote>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-4 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Create a dashboard in Excel<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>To create a dashboard in Google Sheets,<\/p>\n<ul>\n<li>Click the <strong>Excel\u00a0<\/strong>icon to download the report to your computer<\/li>\n<li>Open the file<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27641\" title=\"Excel outstanding jobs customer engineer\" src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-1024x711.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-1024x711.png\" alt=\"Excel outstanding jobs customer engineer\" width=\"1024\" height=\"711\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27711%27%20viewBox%3D%270%200%201024%20711%27%3E%3Crect%20width%3D%271024%27%20height%3D%27711%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-200x139.png 200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-300x208.png 300w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-400x278.png 400w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-600x416.png 600w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-768x533.png 768w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-800x555.png 800w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-1024x711.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-1200x833.png 1200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer.png 1307w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Select rows 9 onwards<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27642\" title=\"Excel outstanding jobs customer engineer pivot table\" src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-1024x706.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-1024x706.png\" alt=\"Excel outstanding jobs customer engineer pivot table\" width=\"1024\" height=\"706\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27706%27%20viewBox%3D%270%200%201024%20706%27%3E%3Crect%20width%3D%271024%27%20height%3D%27706%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-200x138.png 200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-300x207.png 300w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-400x276.png 400w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-600x414.png 600w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-768x529.png 768w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-800x551.png 800w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table-1024x706.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-customer-engineer-pivot-table.png 1200w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>Data<\/strong><\/li>\n<li>Click\u00a0<strong>Pivot table<\/strong><\/li>\n<li>In the PivotTable wizard check\n<ul>\n<li>Microsoft Excel List or database<\/li>\n<li>Click <strong>Next<\/strong><\/li>\n<li>Ensure the range contains the data you have just downloaed<\/li>\n<li>Click <strong>Next &gt;\u00a0<\/strong><\/li>\n<li>Check <strong>New sheet<\/strong>, and<\/li>\n<li>Click <strong>Finish<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27643\" title=\"Excel outstanding jobs create pivot table\" src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-1024x684.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-1024x684.png\" alt=\"Excel outstanding jobs create pivot table\" width=\"1024\" height=\"684\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27684%27%20viewBox%3D%270%200%201024%20684%27%3E%3Crect%20width%3D%271024%27%20height%3D%27684%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-200x134.png 200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-300x200.png 300w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-400x267.png 400w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-600x401.png 600w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-768x513.png 768w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-800x534.png 800w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-1024x684.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table.png 1196w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Drop the <strong>Customer<\/strong> into the <strong>rows<\/strong> section<\/li>\n<li>Drop <strong>Assigned<\/strong> into the <strong>columns<\/strong> section<\/li>\n<li>Drop <strong>ID<\/strong> into the<strong>\u00a0Data<\/strong>\u00a0section<\/li>\n<li>Drop the <strong>Job type<\/strong>\u00a0into the\u00a0<strong>Page<\/strong> section<\/li>\n<li>Drop the <strong>Status<\/strong> into the <strong>Page<\/strong> section<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27644\" title=\"Excel outstanding jobs create pivot table count\" src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-1024x682.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-1024x682.png\" alt=\"Excel outstanding jobs create pivot table count\" width=\"1024\" height=\"682\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27682%27%20viewBox%3D%270%200%201024%20682%27%3E%3Crect%20width%3D%271024%27%20height%3D%27682%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-200x133.png 200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-300x200.png 300w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-400x266.png 400w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-600x400.png 600w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-768x512.png 768w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-800x533.png 800w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count-1024x682.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-count.png 1198w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Right click within the pivot table<\/li>\n<li>Click <strong>Field settings<\/strong><\/li>\n<li>Change <strong>Summarise by<\/strong> from <strong>Sum<\/strong> to <strong>Count<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27645\" title=\"Excel outstanding jobs create pivot table filter status\" src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-1024x711.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-1024x711.png\" alt=\"Excel outstanding jobs create pivot table filter status\" width=\"1024\" height=\"711\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27711%27%20viewBox%3D%270%200%201024%20711%27%3E%3Crect%20width%3D%271024%27%20height%3D%27711%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-200x139.png 200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-300x208.png 300w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-400x278.png 400w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-600x416.png 600w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-768x533.png 768w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-800x555.png 800w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-1024x711.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status-1200x833.png 1200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-jobs-create-pivot-table-filter-status.png 1307w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>To select outstanding jobs only, click the <strong>Status<\/strong> field<\/li>\n<li>Select <strong>No status<\/strong>, <strong>on site<\/strong> and <strong>Work done<\/strong><\/li>\n<\/ul>\n<p><strong>Note<\/strong>: The ability to select multiple options is not available on older versions of Microsoft Excel<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-5 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-6 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-6 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-6\"><p>For further information about the reports you can generate from within Okappy, check the <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports section<\/a> of our support site. \u00a0Alternatively, check out the questions and answers in our <a href=\"https:\/\/www.okappy.com\/forum\/\">forum<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-6 { overflow:visible; }<\/style><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out how to see the outstanding jobs per customer, employee or subcontractor and job type<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[319],"portfolio_skills":[],"portfolio_tags":[435,433,437,436,434],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Outstanding jobs per customer, engineer and job type - Okappy<\/title>\n<meta name=\"description\" content=\"With Okappy, you can see the outstanding jobs per customer, employee or subcontractor and job type. 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