Where are the completed reports displayed for the Administrator / Supervisor?

As Administrator, you have access to all completed reports for all customers.

Supervisors can see completed reports for the customers who are within the areas the supervisors are associated with under Company structure. For more information regarding this, go to Company Structure.

If you are looking for a specific report, you can filter the search. This article will guide you through the different options for filtering your search results.

In this article, you will learn:

How to find completed reports
How to filter your search
The functions you have access to
How to search for a specific report
How to find the completed reports in the app

How to find completed reports

	In the menu, go to Reports > Completed reports
	You can change the order of reports by adjusting the sorting, or filter your search to make it more specific

How to filter your search

	You can narrow down or broaden the time period by entering a start and end date

	Click on the dropdown menu next to Sort by to select your criteria
	You can choose between the following 4 criteria: Customer Employee Area Employee group

	Click on the dropdown menu next to Show and select a specific customer, employee, area, or employee group, depending on your setting in Sort by

	Click on the dropdown menu next to Report type to pick the type you want to see

	Click on the dropdown menu next to Report to select a specific report name

	Click on the dropdown menu next to Filled out by (employee) and pick the employee you want to see (Sorting by customer contact is not possible)

	Finally, click on Update to view the completed reports that match your sorting

These functions are available for completed reports

Functions for completed reports

The following functions, in addition to the individual completed report, will be possible to use:

	Show report	Displays the completed report
	Edit associated customer and employee	Allows you to change the chosen location and employee
	Link to report	Provides you with a link to the completed report
	Send report	You can send the report by text message or e-mail
	Information on permissions	Shows you who can view the report
	Delete report	Deletes the report (This is only an option for the administrator)