You can export a record of some or all Job Requests in a number of views to a Microsoft Excel file.
To complete the export you will need to:
Exporting ALL Job Requests in a specific year:
To export the entire list of job requests for a specific year you will need to select a year from the drop down menu below the Job Requests List.
Select 'CTRL' & Click 'PRINT OPTIONS' to open a new dialog box where you will need to name and save the excel file.
Exporting ALL Job Requests Currently Contained in Quadpro
To export all Job Requests contained within Quadpro you will need to select the 'Show All' button.
As you can see this now displays a large number of Job Requests including those completed, active and outstanding.
To export this selection , press 'CTRL' &; 'PRINT OPTIONS'.
When the new dialog box opens, save with the required name.
Exporting ONLY OUTSTANDING Job Requests:
Should you wish to export just outstanding Job Requests for a specific year or within the entire Quadpro contained library, tick the following option.
Select the 'Only Outstanding' option followed by choosing your designated year from the drop down menu or 'Show All' to display all contained Job Request records.
To export the data hold 'CTRL' & select 'Print Options'
Exporting Job Requests for a Specific Operative:
If you want to export data relative to a specific operative or team then you have the ability to highlight this.
Select 'Referred to Search' to open a new list of all Operatives in your Establishment. From this list you can choose an operative to bring up all Job Requests allocated to them.
After selecting an Operative you will then have the list display all allocated Requests.
To export this list hold 'CTRL' and select 'Print Options' to export this set of data.