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Reporting in GeoPal
Can I receive a pdf output of all completed jobs? There are a number of reporting options. To view reports you can go to the ‘Reports’ section on the menu. The main reporting options here are: Jobs report Jobs Overview The Jobs Report allows you to ...
User Route Reporting
This allows you to filter job information on the routes taken by users with their location and tracking settings on. You can filter by date range and worker for example. This report will provide details on the routes taken by users. This report is ...
Reporting on Assets
From the Reports section of GeoPal you can download specific asset information from Jobs within your account. Simply filter using the 5 options available and select search. Once the system has filtered all the information you can view the job in ...
Custom report on multiple templates
Do you find the standard GeoPal reporting outputs too data heavy? Follow these simple steps to make your GeoPal reporting more efficient: 1. From the GeoPal menu select Configuration -> Reports -> Multi Excel Reports 2. On the left side of the page ...
GeoPal CRM
The CRM system in your GeoPal account allows you to save Company and Contact details. You can configure this system to suit your business. You can add departments, company/contact types, job titles and extra fields. You can configure your GeoPal CRM ...