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How to Generate a Report

Follow these steps to create a report within Spearhead.

1. From the nav panel, select Tickets.

tickets

2. Use the search function or select ticket from the list. 

3. From the middle menu, expand the menu. 

And more button

4. Select Create Report. 

5. Select from the checklist of information to be included in the report. Reorganize the Forms or Activities in the order you'd like them to appear on the report.

6. Select Export to PDF to view the report or use the preview panel. 

7. Once sent to the Reports page, download the report using the download button. 

download