Repeating Jobs Templates Reporting

Repeating Jobs Templates Reports allow you to see a summary of all details relevant to your repeating job templates. These include the job titles, customer details, the date of the next job to be scheduled and the frequency and the occurrence of the jobs.

 

Tip: This article will cover details specific to generating Repeating Jobs Templates Reports, for an overview of how reporting works in general click here

 

Generating a Repeating Jobs Templates Report

  1. Click  from the Side Menu
  2. Click Repeating Jobs Templates Report

  1. Select the date range you wish the report to cover
  2. Select the output format (either PDF or CSV)

 

Tip: The Next Occ. date refers to the next date this repeating job is to be scheduled for. For more information on how repeating jobs work click here

 

Unique search criteria for Repeating Jobs Templates Reports

Title

  1. Click the field next to Title  to run a report for a specific Job Title
  2. Enter the Job Title
  3. Click 

Customer Name

  1. Click the field next to Customer Name  to run a report for a specific Customer
  2. Enter the relevant Customer Name
  3. Click 

 

Address

  • Click the field next to Address  to run a report for a specific Address
  • Enter the relevant Address
  • Click 

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