After having set up your service report, you can start to export the reports to a PDF file by completing the steps below:
Note: The service reports are generated for 'completed' field services. That's why you must filter your field services by state in order to display only completed field services.
- Go to the 'Analyze' module.
- Click on the tab 'Field service report'.
- Select the required time period.
- Click on 'Filter'.
- Click on the icon to add a filter.
- Select 'State' equals 'Done'.
- Click on the button 'Apply'.
- Identify the field service operation for which to generate a report and click on '…' and 'Generate name of report'.