Synchroteam run various reports including 4 default reports and your own custom reports (see article: Create a Custom Report)
To run one of the 4 default reports, simply click the "Reporting" tab and then choose a report (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.
Using a custom report is slightly different.
After clicking on "Report" and then "Custom", you must select the report template (1), the job status from the drop-down list (2) in addition to the list of technicians (3) and date range (4), then click on "Execute" (5).
The report is displayed.
Once you have displayed the report of your choice, you can export it to Excel.
To do so, simply click on the "Export to Excel" button.
Keep in mind that your exported file will contain all your jobs displayed after the execution of the report and will not take into account the filter by keyword you might have set.
If you cannot export your reports under Excel please click here.