Reporting Overview

To create a new Report, follow these steps:

1. Click on the "+ Report" button.

2. You will be prompted to enter the following details:
   • Enter a descriptive Name for the Report to identify it.
   • Select the Report Type, either Equipment Summary or Checklist Summary, depending on the type of report you need.
   • Choose the Date Range for the report generation, such as Daily, Weekly, or Monthly.
   • Select the Customers you want to include in the report.
   • Select the Locations you want to include in the report.
   • Choose a Status for the reporting, such as All, Progress, Work Order Failures, Work Order Passes, or Volume.
   • Select the Format for the report, either XLSX or PDF.
   • Provide a brief Introduction that outlines the purpose and scope of the report.
   
3. Once you have entered all the required details, click the "Save" button to generate the report.

By providing these details, you can create customized reports based on your specific requirements, including the desired date range, customers, locations, status, and format.