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Run a Report *new*

Last Updated: Mar 05, 2018 10:15AM CET

Synchroteam run various reports including 4 default reports and your own custom reports (see article: Create a Custom Report)

Default Reports

To run one of the 4 default reports, simply click "Reporting" and then choose the report you want (e.g. Parts & Services).



By default, the report runs for all technicians, for the current week.


You can change the list of technicians as well as the date range.





Your report displays the new data.

Custom Reports

Using a custom report is slightly different.

After clicking on "Report" and then "Custom", you must select the report template (1) and job status (2) in addition to the list of technicians and date range.



The report displays.

Exporting

Once you have displayed the report you want, you can export it to Excel. To do this, simply click on the button "Export to Excel".


A window lets you choose the file name and the directory where you want to store this export.



Keep in mind that your exported file will contain all your interventions (created, scheduled, etc.) and will not take into account the filter you might have set.
 

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