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  • Running Reports

    Overview You may need to retrieve a report for a specific time range to review information about: Jobs Mileage Stops Timesheets Workers Prerequisites You need to have an account with the Operations, S...

  • Scheduling a Report

    Overview You may want to receive a specific report via email daily, weekly, or monthly, without having to run the report manually every time. You can schedule the report to be delivered to any user in...

  • Custom Report Dataviews

    Overview You may want to know which category and dataview you need to select when creating a custom report to retrieve specific data (e.g, workers and alerts, gps and stops, etc.).    Information All ...

  • Exporting Data for Submitted Forms, Jobs, or Timesheets

    Overview You may need to retrieve a report containing information about all submitted forms, jobs, or timesheets for a specific date range. Prerequisites You need to have an account with the Operation...

  • Sharing Report as a Template

    Overview You may want to provide access for your colleagues to a report that you have modified. If you have updated an existing report, the changes will be visible only for you unless you publish the ...

  • Report Not Received

    Overview You may notice that a scheduled report was not delivered to your email address on time. Note: This article describes how to resolve the issue for prebuilt reports or custom reports created fr...

  • Creating Custom Reports

    Overview You may want to create a personalized report when none of the prebuild reports provide the required information.   Prerequisites You need to have an account with the Operations, Super User ro...