This article will guide you through all reports available on UKFS
IN THIS ARTICLE
Time Sheet Report
Job Queries report allows you to query any job in the system using a set of filters. Each result table in UK Field Service has sorting and filtering features. Click once on the column header to sort results by the column in ascending order, click again to sort the column in descending order. Each column header is also equipped with the filter option - after clicking it you will be able to specify filtering parameters. Click on the job number in the results table to see details of the job. Exporting to Excel files is also available.
Time Sheet Report
Timesheet report allows you to query time spent on working by each engineer during a selected time period and on which jobs they worked. Details of session breakdown are available by expanding each row of results. Exporting to Excel files is also available.
Invoicing report allows you to query any invoice details in the system using a set of filters - client, date, invoice status and Xero status. Exporting to Excel files is also available.
Survey report allows you to query data collected from all completed post-job surveys, using a set of filters - client, date, engineer, job ID. Exporting to Excel files is also available.
The Report Generator is available only for Premium and Enterprise users. It allows you to create your own report with a custom set of filters and result columns. Click the ‘Add new report’ button in the top right corner - it will open the report creator. All created reports will be listed in the main table. All custom reports have a grouping feature which allows grouping results by any columns - just drag and drop column header(s) on the white space above the table, to view the results grouped by the selected parameter(s), it could be multi-level grouping as well. You can always edit or delete custom reports. Exporting to Excel files is also available.