Generate Unavailability Report 

Role required: SDAdmin, SDSiteAdmin, and SDCo-ordinator. 

With custom reports, you can create reports for technician unavailability based on configured date, duration, unavailability category, and more. 

To do that,

• Go to Reports.
• Click New Custom Report.
• On the New Custom Report form, enter the following details:
  • Report Title *: Name the report.
  • Type *: Choose the report type.
  • Module *: Select Unavailability from the drop-down.
• Click Proceed to Report wizard.

• On the Custom Reports form, 
  • Select the columns to be displayed on the report.
  • Use filter options to set fine-grained conditions to generate specific report data. 
  • Select the required columns to group and sort the report data. 
  • (Numeric columns only) Select columns you require a summary for. 
  • Select the chart type, if required.

For more information, click here.

    • Click Run Report.

You should now see a preview of the generated report. 

• Click Edit on the left to make changes if needed. 
• Click Save Report.
  • Edit the report title if needed.
  • Set accessibility to enable users to access the report.
  • In the Save-in Folder drop-down, select an existing folder in which you want to save the generated report. Click the plus icon next to the drop-down to create a new folder. 
  • (Reports with chart type only) Enable Access to Dashboard to display the report as a widget in the Dashboard. 
  • Click Save.
• You can view the saved report on the Custom Reports list view under the chosen folder.

 Other actions  

You can also perform the following actions on the generated report. 

• Click Schedule on the top-left to configure how often reports must be generated. 
• Click Mail this report on the top-left to mail the report.
• Click Print Preview on the top-right to print the report.
• Click the Export as drop-down on the top-right to download the report in HTML, PDF, XLS, XLSX, and CSV formats. 
• Click Cancel on the top-left to go back to the Reports home page.