Open Reports from the Admin section. Build tabular reports from FSM_ lists with filters and export options.
8.1 Report Types
- Work order volume and status breakdowns.
- Technician utilization and response metrics.
- Customer and revenue summaries where configured.
- Status, priority, and service type charts for management reviews.
Filter by date range where available. Export views for leadership meetings or compliance audits.
Reports read live SharePoint list data — no external database or per-seat storage fees.