Generate and export reports

Reports combine task entries and records for a selected time range.

Requirements

• You are signed in as Owner or Leader of the location.
• Completed task entries or records already exist.

Step by Step

Generate a report

1. Select Reports in the sidebar.
2. Choose the desired date range with From and To.

Filter a report

1. Tap Filter.
2. Under Category, select Tasks or Records.
3. Narrow the results by supplier, task, record type, or user.
4. Tap Apply filters.

Export a report

1. Tap CSV or PDF.
2. The file is generated and downloaded.

Understand report formats

• CSV can be opened in spreadsheet apps.
• PDF is formatted for printing and archiving.

Next Steps

• Record entries
• Manage suppliers

Tip: Use Reset filters to clear all filters and view the full date range again.