Skip to content
English
  • There are no suggestions because the search field is empty.

How To Save Trip Report Template

  1. Once you’ve filtered your Work Orders in list view, click the three dots on the Work Order and choose "Generate Report."

    Screenshot 2026-09-15 at 9.44.53 AM

    From the Work Order partial view, click the three dots on the Trip and choose "Generate Report."

    Screenshot 2026-09-15 at 9.47.11 AM
  2. Enter a template name, then choose the checkboxes you’d like to include in the Trip report. The next time you use the same template, the checkboxes will reset based on that template’s settings.
    Note: If you choose "User Specific Template," the Trip Report Template will only be visible to you.

    Screenshot 2026-09-15 at 9.52.45 AM
  3. Choose your saved template, then download the Trip report.

    Screenshot 2026-09-15 at 9.56.05 AM
  4. To download the Trip report, go to Background Tasks and download it from there.

    Screenshot 2026-09-15 at 9.57.28 AM