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Displaying completed reports - Administrator / Supervisor

Where are the completed reports displayed for the Administrator / Supervisor?

As Administrator, you have access to all completed reports for all customers.

Supervisors can see completed reports for the customers who are within the areas the supervisors are associated with under Company structure. For more information regarding this, go to Company Structure.

If you are looking for a specific report, you can filter the search. This article will guide you through the different options for filtering your search results. 

 

In this article, you will learn:

 

 

 


How to find completed reports

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In the menu, go to Reports > Completed reports
 

You can change the order of reports by adjusting the sorting, or filter your search to make it more specific

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How to filter your search

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You can narrow down or broaden the time period by entering a start and end date

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Click on the dropdown menu next to Sort by to select your criteria
 

You can choose between the following 4 criteria:

  • Customer
  • Employee
  • Area
  • Employee group

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Click on the dropdown menu next to Show and select a specific customer, employee, area, or employee group, depending on your setting in Sort by

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Click on the dropdown menu next to Report type to pick the type you want to see

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Click on the dropdown menu next to Report to select a specific report name

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Click on the dropdown menu next to Filled out by (employee) and pick the employee you want to see (Sorting by customer contact is not possible)

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Finally, click on Update to view the completed reports that match your sorting

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These functions are available for completed reports

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Functions for completed reports

The following functions, in addition to the individual completed report, will be possible to use:

 

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Show report
 Displays the completed report
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Edit associated customer and employee
Allows you to change the chosen location and employee 
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Link to report
Provides you with a link to the completed report
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Send report
You can send the report by text message or e-mail
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Information on permissions
Shows you who can view the report
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Delete report
Deletes the report (This is only an option for the administrator)

 

 

 

 

How to search for a specific report

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Click on the search field and enter your search

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How to find the completed reports in the app

Continue to the article: Information about workplaces