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Reports and CSV export

Four reports over any date range, each exportable to CSV.

1

Open Reports and set the date range at the top right.

2

Choose a report: Visits per technician, Contract revenue by month, Renewals won and lost or Equipment by make.

Reports, Visits per technician tab with completed, scheduled and overdue counts per technician and an Export CSV button
3

Click Export CSV to download visits_per_technician.csv, with one row per visit: technician, due date, status, completion date, customer, site, contract, work done and parts used.