89

Using SimplChek

Last Update 1 年前

Using Simplchek Subscribing Using a Discount Code How to Approve/Reject an Action Plan Workflow How to annotate a photo while performing an inspection How to set up an action plan default value

How to Download and View a Report

This article lists the steps to download and view a report.

simplchek

Last Update 1 年前

This is helpful when you want to view and download a report.

  1. Log in to the admin portal on your computer.

  2. Click Manage Reports. All the Reports you have configured are displayed.

  3. Click the three-dots icon on the right of the report you wish to download. Then, click on Download Report. The report is downloaded in a PDF format on your computer.

(INSERT IMAGE HERE)

Once your report is downloaded, the following message appears at the bottom of your screen.

(INSERT IMAGE HERE)
You can use the Add Filter option as an additional search feature if you prefer another navigation option.

   4. Click on the Add Filter button as shown in the following screen:

(INSERT IMAGE HERE)

You will be presented with a download list with options to select from the following fields:

  • Reference Number

  • Report Name

  • Location

  • Location Tags

  • Dates

  • Status

  • Submitted By

  • Score

To clear the filters, click Reset.

(INSERT IMAGE HERE)

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us