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Report Generation within Spearhead

Generate a report from the customer's worksite page within Spearhead.

Follow these steps to generate a report from the client's worksite: 

1. Navigate to your dashboard from Spearhead. 

2. Select Work Sides from the nav menu.

3. Select the work site from the list or use the search function to find the work site.. 

4. From the middle menu, select Tickets. 

5. Select the ticket.

6. Expand the function menu, using this button. 

Ellipsis

7. From the expanded menu, select Create Report. 

8. Select the forms and activities to be included in the report. 

inculude in report

9. View the report from the preview window and use the Export to PDF button to download the report. 

10. It will take you to the generated reports page. The new one is at the top, use the ticket number to verify. 

11. Click the Download icon to view and access the generated report. 

download