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 Operations, Super User role, or a custom role with access to the Export feature under Reports.

Solution

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Navigate to Reports > Export.
3. Specify the filtering options:
   • Select the required date range.
   • Click Group Filter and select the groups for which you want to retrieve the data.
4. Select the data you want to retrieve from the following options:
   • To export data for Jobs, select the required Job type.
   • For Timesheets, select either Timesheet Pay Hours and Form data or Fleet Timesheet Detail.
   • For Forms, select the required Form name.
     
     
     
     
5. Click Export to Excel next to the required option - an XLS file with the selected data is downloaded to your computer.
   
   
   
   
   

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