Downloading a report

Learn how to easily download reports in Eskuad using templates for structured data retrieval with step-by-step instructions.

Downloading a report in Eskuad is a straightforward process when you have a template set up. Here's a step-by-step guide on how to download a report.

Prerequisite: Templates

Before downloading a report, ensure you have a template configured. Templates define the structure and format of the report you want to generate. Make sure to set up your template following the provided guidelines. If you don't know how to create a template, follow the steps in this link.

Downloading a Report

  • Access Reports: In the left navigation bar, click on "Reports."
  • Select Template: On the Reports screen, you'll see a list of available templates. Choose the template that matches your reporting requirements.
  • Choose Parameters:
    • Team Member: Select the specific team member for whom you want to generate the report.
    • Date Range: Set the desired date range to filter the data.
  • Available Completed Forms: At the bottom of the screen, you'll find a list of completed forms that match your selected parameters.
  • Select Record: Choose the record you want to include in your report from the list of completed forms.
  • Download: Once you've selected the record, click the "Download" button on the right.

The report will be generated based on the template you've chosen and will include the data from the selected completed form or forms.

Please note that to successfully download a report, you need to have a properly configured template that aligns with your reporting needs. If you have any specific questions or need further assistance with downloading reports in Eskuad, please feel free to ask. We're here to help you with your data retrieval and reporting tasks.

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