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Client Schedule Report

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Client Schedule Report

This report displays planned audit, inspection and assessment events as a schedule including details such as event type, address of entity, notes, frequency, event score and costs.

Navigation

  • Go to the Reports module in the navigation bar
  • Select Standard Reports
  • Locate the Client Schedule report from the drop down

Report Layout

The report layout displays in 3 sections from top to bottom:

  1. Filters used
  2. Total count of events
  3. Table of all events including details

Report Filters

2018-04-23_ClientSuccessPortal_ClientSchedule_1.png

Report Sample

2018-04-23_ClientSuccessPortal_ClientSchedule_2.png

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  2. Tags
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