First Steps with Weekly Reports

You can find weekly reports under Field Service, where you can search for weekly reports or display all weekly reports for a resource.

Display weekly reports for a resource

Click on images/download/thumbnails/626623122/Wochenberichte_Men%C3%BC_EN_img.png under images/download/thumbnails/626622675/Wochenberichte_men%C3%BC_EN_img.png . Enter a resource number and click on the buttonimages/download/thumbnails/626624843/Objekt_suchen_Lupe_img.png to view all weekly reports for that month for that resource. Use the arrow buttons to change the month. Select a weekly report and click the buttonimages/download/thumbnails/626623337/Editieren_Stift_EN_img.png to check the weekly report and edit it if necessary.

Search for weekly reports

Click on images/download/thumbnails/626623034/Suche-Text_Lupe_EN_img.png under images/download/thumbnails/626622675/Wochenberichte_men%C3%BC_EN_img.png . Use the buttonimages/download/thumbnails/626623283/Erweitert-Schaltfl%C3%A4che_EN_img.png in the left column at the bottom. Afterwards you can enter various search criteria to narrow down your search for a weekly report. The right-hand side of the window displays context information about the weekly report selected in the overview. To open a weekly report, click the weekly report number in the corresponding column on the left.

Enter times in the weekly report

If you have opened a weekly report, you can report working times in the images/download/thumbnails/626623582/Zeiten_Stoppuhr_EN_img.png section.

If there are no entries for the day of the week yet, create a new day. Otherwise, add times using images/download/thumbnails/626623331/Neu_Icon_EN_img.png .

Select the time type and e nter the start time ("From") and the end time ("Until") in the table. Based on this information, working hours or travel time, for example, are then calculated automatically.

If you select a productive activity, tick the column "Productive" and for an "unproductive" activity (e.g., non-customer-related activities), do not set a check mark.

Required fields are highlighted in red in the weekly report!

If you don't want to edit a time entry directly in the table, first select it using the checkbox and click on the images/download/thumbnails/626623337/Editieren_Stift_EN_img.png -button. On the next screen, you can edit the information listed above and add additional text. Finally, save your changes by clicking images/download/thumbnails/626624486/Haken-circle-magenta_img.jpg .

If you want to remove a time record, first select it via the checkbox and then click on theimages/download/thumbnails/626623553/L%C3%B6schen_X_weiss_EN_img.png -button.