Once you have set up your service report, you can start exporting the reports to a PDF file by following the steps below:
💡 The service reports are generated for “done” work orders. That's why you must filter your orders by state in order to display only completed field services.
- Go to the “Analyze” module.
- Click on the “Work order report” tab.
- Select the period of time from the calendar.
- Click on “Filter”.
- Select the “State” filter.
- Choose the “Done” value.
- Click on the “Apply” button.
- From the work order table, click on “…” and “Generate name of service report”.