You may need to retrieve a report containing information about all submitted forms, jobs, or timesheets for a specific date range.
You need to have an account with the Operations, Super User role, or a custom role with access to the Export feature under Reports.
- Log in to the Field Force Manager web portal using your credentials and company ID.
- Navigate to Reports > Export.
- Specify the filtering options:
- Select the required date range.
- Click Group Filter and select the groups for which you want to retrieve the data.
- 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.
- Click Export to Excel next to the required option - an XLS file with the selected data is downloaded to your computer.