Daily checksheets report

With Okappy, you can set up daily checksheets which your engineers have to complete before viewing any of their jobs.  A populate example of a daily check sheet is a vehicle check.

To view the daily checksheets which have been completed over a period, follow the steps below.

Generate your daily checksheets report

To generate a report of all the daily check sheets completed over a particular period

  • Click Reports in the menu bar
  • Click Jobs and then daily checksheets
  • Select the date range covering the date the check sheet was completed
  • Click Generate report
Reports generate daily checksheets

Reports generate daily checksheets

This will generate a report showing the date the daily checksheet was completed, checklist type and who completed it. You click the magnifying glass to view the daily check sheet.

Reports view daily checksheets

Reports view daily checksheets

Export your daily check sheet report

You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.

Export daily checksheets report to Google Sheets

Export daily checksheets report to Google Sheets

Export daily checksheets report to Excel

Export daily checksheets report to Excel

Share your report

You can share your report by email to colleagues or your customer by clicking the email icon ( Email report ) at the top of the report.

Send Report By Email

Further information

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.