Click on the down arrow to the far right in the top navigation. Select Settings > and select Work > FollowUp
2. Select your FollowUp Report default status
Choose the default job status that you use for jobs that you want to follow up.
For example: Tentative
3. Select your Delta time units: Hours or Days
Select the time frame that is most suitable for your business. Do you consider a job overdue after a few hours or days?
4. Select the Follow-up report timelines
Choose your colours and time delta (hours or days as per selection in step 3)
Delete Timelines by clicking delete (X icon) next to the timeline that you want to remove
Add more Timelines by clicking Add Line field
5. You may also choose to add a specific colour to results that fall outside the current month for quicker resolutions.
Manually adding columns to the report using placeholders
The Follow Up report CSV is defaulted and fixed to the 10 columns included in the CSV download.
The default columns included in the report are the following:
Number, Title, Account customer, Site Address, Planned Date, Delta, Status, Job type
Note: It's not possible to customise this report to add additional columns to the CSV download file
Number | Title | Account customer | Site Address | Customer Name | Customer Owner | Planned Date | Delta | Status | Job type |
There's a workaround available where we could manually compile the placeholders by typing them in the Columns field and it will create a CSV with all of those columns (placeholders) however, they're not in a column-separated format. Please see attached screenshots for reference on what it looks like.
