Service Request report provides you with all the details of a set of service requests. You can also retrieve the closed and canceled service requests.
Go to, Reports > Service Request > Generate
Now, select the service request criteria to pull the report. And select the date duration, which can be based on the creation date of the SR or the service date (due date of the SR), or the last modified date.
Enable the ‘include form data’ toggle and select the type of service to include the details of the forms configured and filled in the Service Request.
Enable the ‘include task information’ toggle to include the task details in the report.
Now select done to generate the report
You can now view the report using the view option (blue eye icon) on the browser page. You can also download the report as an excel spreadsheet using the download option.
The Reports section provides the list of service requests that are either closed or canceled. The ongoing section provides the service requests I to do, doing and done a stage of the service board.
The excel spreadsheet of the reports provides a detailed report on the service request. The form details will be provided at the end of the report. The task details are provided in another spreadsheet of the same excel workbook.
Please use the chat icon on the bottom left corner of the screen for any questions you have or assistance you may need. 👋
We are always happy to help! 😀