The Follow Up Report allows you to track jobs that require attention. You can filter, save, and download your report to fit your specific needs.
1. Access the Follow Up Report
In the top-left navigation bar, click Reports.
Select Follow Up.
2. Edit Filters
Click Edit Filters to customise your search and find the specific reports.
Add the filters you need.
Example: To view incomplete jobs for a specific region:
Select Status: Incomplete.
Select Region from the dropdown menu (learn how to build regions).
Or you may choose from the various list of filters available, FieldInisght helps you track your reports in many possible ways.
3. Save Your Search
After applying filters, click Search to directly see the results or Save as new to create a Saved search option which you can simply choose next time onwards for speedy results.
If selecting Save as new, Enter a name for this search option so it can be saved. Eg: All Completed Jobs
Your saved search will now appear in the dropdown search box for quick access.
4. View the Report
Once you're back on the main Follow Up report page - Select your saved search from the dropdown search box.
The report will be displayed.
Here's some additional useful info that can come in handy while investigating Reports:
Overdue jobs appear in red.
The Due column shows the number of days a job is overdue.
You can further customize this report in Settings > on the right-top corner of the Follow-Up Report page.
It will redirect you to customize your Follow Up Report section as desired.
To further customize your Follow Up Report page, you may click on the nine-dot menu on the top-right corner of the results page.
Now check/uncheck the sections you'd like to show/hide, and you may drag and reorder the sections you'd like to show on your report by clicking then holding and dragging the six-dot icon next to its name.
5. Download the Report
To export the report > click Download. This will download reports for all the results in the search bar. To download for a specific Job, ensure that you filter it out using specific criteria based on your requirement.
The file will be saved as a CSV spreadsheet for offline use.
Next Steps
👉 Learn how to customize the Follow Up Report and set a default job status.