Viewing reports

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Daily Schedule Board

This report displays a PDF copy of what is shown on the schedule board.

1. To view this report, choose the Adobe  icon to the left of the TODAY button.

2. In the Save As window, navigate to the location to save the PDF file and choose Save.

Resource Schedule

The Resource Schedule report can be printed for a specific resource or you can print this for multiple technicians.

1. Right-click on a resource name from the schedule board.

2. Choose Print Resource Schedule and then choose Schedule_Resource_Report_1.

3. A new tab is opened in your browser displaying the resource's schedule for the day.

4. If you want to see a range of dates, you can edit the Start/End Dates at the top of the report.

5. You can also choose more than one technician from the Technician drop-down.

6. Choose View Report to see your changes.

Using the Resource Report Wizard

You can also print the Schedule Resource Report by using the report wizard.

1. Right-click on a resource name from the schedule board.

2. Choose Print Resource Schedule and then choose Report Wizard.

3. In the Resource Schedule Report window, the Start/End Dates default to today's date. You can edit these fields to display a range of dates.

4. Choose the Run For drop-down and choose an option for who you want to run the report for: All, Technician, Technician Team, Service Area, or Branch.

5. Depending upon your selection, choose one or more technicians, a team, a service area, or a branch.

6. Choose Run Report.