Where are the completed reports displayed for the employees?
The employees can see the completed reports for customers they are associated with where they have been added as the associated employee on the report.
If you are looking for a specific report, you have different options for filtering your search results.
As an employee, you can fill out report templates if employee permission has been granted. These reports will also be shown in Completed reports.
You can also fill out and view completed reports in the app if the add-on module App with Time Tracking module has been activated.
To see what a completed report looks like in the app, go to the following article: Information about workplaces.
In this article, you will learn how to navigate the submenu Completed reports as an Employee through a web browser:
How to find the 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 |
|
|
|
Select a Workplace | |
Click on the dropdown menu next to Workplace to pick a specific workplace |
|
|
|
Select a Report type | |
Click on the dropdown menu next to Report type to pick the type you want to see |
|
|
|
Select a specific Report | |
Click on the dropdown menu next to Report to select a specific report name |
|
|
|
Finally, click on Update to view completed reports that match your sorting | |
|
How to show a report
Click on |
|
|
|
You can now see the completed report | |
Comments
0 comments
Please sign in to leave a comment.