How can I customise, download and share my reports?

Andy allows you to customise your reports and download them in Pdf format.

You can access the report you want to download from the left sidebar by selecting the corresponding section: tasks, records, incidents, or audits.

Simply check the button

corresponding to the report you want to download. You can also select all by clicking the same button that appears first in the horizontal menu:

UNANSWERED ITEMS

This option allows you to hide or show items that have not been answered. To display them, enable the Show "Unanswered" items setting. To hide them, Disable it.

COMPLETED ITEMS

This option allows you to hide or show user, date, and time details of completed items. To display them, enable the Show details of completed items setting. To hide them, Disable it.

DOWNLOAD IN PDF FORMAT

Once you have customised your report, you have the option to download it in Pdf format. Simply select the desired report and click on the Save as Pdf option.

SHARE REPORT

Andy also allows you to share the report link. Simply access the corresponding report and click on Share.

After doing so, a message will show you the link to be copied. Click on Copy link and paste it into another tab. This will allow you to see the specific report.

Ready!

If you want to download your reports in Excel format, this article shows you how: How to download a report as an Excel file?

Related Articles
How can I customise my time slots?
Andy allows you to customise the start and end times of a time slot for task schedulling. In Andy’s Control Panel go to a Settings > Customise > Time slots. To be able to access and choose visible modules in your store, users must have a level 7 or 8 ...
What can I find in Andy's Food Safety Training folder?
Andy's Library includes helpful basic Food Safety training videos that will make your team's daily tasks a lot easier. To view them, simply access Andy's Control Panel and click on Settings > Tools> and enable the Library > Show Food Safety Training ...
How do I download a report as an CSV file?
Andy allows you to download any record from your store as an Excel file, giving you a better control of the tasks carried out by your team on the Andy App. To download a record as an Excel file, select from the Control Panel's left side menu the ...
Create and delete, active and inactive products in Andy's Control Panel
How to create a product 1. Go to Andy's Settings 2. The Settings screen will show you the Labelling section with three options: Product, Status, and Categories. Click on Products 3. Once on the Product page, a box will list the products as you create ...
How to identify tasks completed outside of schedule in the Andy App?
Andy helps you determine: a) if a task is outside of the predetermined schedule and there are items left to execute, b) if a task has been completed outside of the established schedule. To clarify these situations, Andy shows you a yellow or green ...