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Generating Job Reports with your contacts
Generating Job Reports with your contacts

How to create and send yourself a report of your jobs

Enna avatar
Written by Enna
Updated over 3 months ago

You've worked hard all week and it's time to settle. You can easily generate reports to take to your next settlement meeting straight from the Jobox app. 

Here's how: 

1. Open the Jobox app 

2. Tap Reports 

3. To filter your report by contacts: Tap the contacts icon and select the contacts to include in your report. This will show all closed jobs during the reporting period with those contacts.

4. To filter your report by date: Tap the calendar icon to select a custom date range for the report. 

5. Tap Apply 

6. Tap the export icon in the top right

7. Tap Email Report 

8. Your report will be sent to your email! 

Jobox Team

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