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Reports Screen

The Reports screen organizes available reports into Work Orders, Time and Routes cards according to the user's access level and the organization's enabled features.

  • Restricted Access sees only Time Tracking, limited to their own records.
  • Management Access and Full Access see general work order, work report, time entry, map and route-sheet reports.

Work Orders report


The Work Orders report supports these filters:

Customize visible columns and export the scoped data to CSV or Excel.

Time reports


The time entry report includes planned and actual appointment data. For workday audit and accumulated-hours reports, see Time Tracking.