A bulk export into a spreadsheet provides a detailed view of all data captured in the field for further analysis. Spreadsheets can be shared with stakeholders and provide bulk proof of delivery.
Type of questions that can be answered by exporting your completed tasks:
- What was the operating temperature of the machinery at the time of service?
- How many deliveries were made by Employee A vs Employee B?
- How many types of inventory A was delivered to customer A vs Customer B?
- How many tasks were completed on time?
- Open Monitor.
- Under Task Management, Click Tasks.
- Click on the export button located at the top right.
- Open the date and timestamped exported spreadsheet in your designated downloads folder.
- Set a filter on the Task Status column and select only those with a status of "Complete".