Reports

Start here

• Get started using reports

Report template setup

• Setting up a new report template
• Naming the report template
• Adding your company information to report templates
• Setting up text fields for your report
• Previewing a report template
• Adding a note to a report template
• Setting up your parameter groups and parameters
• Adjusting a signature name on a report template

See less ▼

Report template settings

• Adjusting the report type on a report template
• Image attachment settings
• Adjusting signature fields
• Adjusting the values
• Adjusting the comments
• Adjusting parameter columns
• Adjusting permissions to view and fill out reports
• Adjusting the name of the empty value
• Adjusting how to score the report

See less ▼

Report template types

• Empty report
• Satisfaction survey
• Quality report (compact)
• Introducing report template types
• Control report
• Quality report (comments)

See less ▼

Features for templates

• Editing your report template
• Creating a link to fill out a report
• Hiding a report template
• Deleting a report template
• Copying report templates
• Information on permissions

See less ▼

Parameters and groups

• Hiding a parameter
• Searching for a parameter group
• Creating a parameter
• Editing a parameter
• Creating a parameter comment
• Hiding a parameter group
• Hiding a parameter comment
• Editing a parameter comment
• Creating a parameter group
• Editing a parameter group
• Searching for a parameter

See less ▼

Filling out reports

• Filling out a report as an Employee
• Filling out a report as an Administrator or a Supervisor
• Filling out a report as a Customer contact

See completed reports

• Displaying completed reports - Administrator / Supervisor
• Displaying completed reports - Employees
• Displaying completed reports - Customer contact

Statistics

• Extracting data as an Employee (Statistics)
• Extracting data as an Administrator or a Supervisor (Statistics)
• Exporting data from Reports
• Extracting data as a Customer contact (Statistics)
• How does CleanManager calculate the final score of a report?
• Features in Statistics (Reports)

See less ▼

Safety copies

• My device broke down while I was filling out a report - What do I do?