How to use the multi-picker option for the job custom reports?

How to use the multi-picker option for the job custom reports?

Now, the user can utilize the multi-picker option to add multiple teams for the job custom reports.

1. Click the "Reports & Analytics" module from the left panel and select "Custom Reports."


2. Fill in the following details, and our new update is "Job Category," and "Team" fields allow multi picker option.

A) Enter the "From Date & Time" and "To Date & Time" details.  

B) Select the "Job Category" from the drop-down list, and the user can select multiple job categories now.

C) Select the "Teams" from the drop-down list, and the user can select multiple team categories now.

D) Select the "Generate Report By" option to schedule the report based on "Created Date" “Scheduled Date.”

Now select "Generate Report" to generate the report. 

Users can now generate a single report by filtering multiple teams and categories based on the new feature's selection. The feature helps the user to prepare more reports efficiently. 

    • Related Articles

    • How to create a Job on the Zuper Mobile app?

      Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job.  1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...
    • How to Use Job Reports?

      Job Reports help you analyze the performance of your field team. It slices and dices through your data and turns it into meaningful insights.   Using Job Reports Select the "Reports" module in the Menu. Pick a report you want to use from the Job ...
    • How to use the “Generate by” option for the on-demand reports?

      Navigation: Reports and Analytics --> Scheduled Reports The system automatically generates the information based on the schedule frequency and time set by the user. The manual intervention for the report generation is automated, saving the user ...
    • How to Create a Job Checklist and custom job fields?

      Job Checklists are tools that can be used to overcome the pitfalls of manual processing. This job checklist ensures that a Field Technician carries out his/her tasks in a consistent manner. Administrators or Supervisors can create checklists for ...
    • How to Use Contracts Reports?

      Contracts Reports help you get a better understanding of your contract related key stats. It allows you to export the contract related data, which can be used to slice and dice and retrieve meaningful insights.   Using Contract Reports Select ...