ECS Systems
SimPro User Guidev2.0

Schedule Report

How to generate a daily schedule report filtered by engineer

Objective

To generate a Schedule Report for the previous day, filtered by selected engineers. This guide walks you through each step from login to report generation, ensuring accurate and consistent reporting across the management team.

7

Steps

~5

Minutes

4

QC Checks

Process Flowchart

Visual overview of the complete schedule report workflow

~5 min
1

Log In

SimPro Premium

2

Reports

Left-hand menu

3

Schedule Report

Report criteria

4

Set Date

Previous day

5

Filter Engineers

Your team only

6

Apply Filters

Status & scope

7

Run Report

Generate & review

Output Options

PDF

Distribution

Excel

Analysis

QC Check

Verify accuracy

Reading Progress

1 of 7 steps expanded · 14% complete

Step-by-Step Instructions

1
  • Open SimPro Premium in your browser
  • Enter your username and password
  • Ensure you are in the correct company if multiple companies are available
2
  • From the main dashboard, locate the left-hand navigation menu
  • Click on Reports
  • In the Reports section, select Schedules
Depending on permissions and layout, this may appear under Reports > Project Reports > Schedule, or Reports > Field > Schedule. If unsure, use the search bar at the top of the Reports screen and type "Schedule".
3
  • Click on the Schedule Report option
  • The report criteria screen will open
  • This is where you define the date range and filter by engineer
4
  • Locate the Date Range or Scheduled Date fields
  • Select Custom Date Range
  • Set both the From and To dates to yesterday's date
For example, if today is 23 February, set both fields to 22 February. This ensures the report only includes jobs scheduled for that specific day.
5
  • Locate the Staff, Technician, or Employee filter section
  • Select only the engineers you were responsible for managing
  • Ensure no unwanted staff are selected
If there is a "Select All" option, deselect it first, then manually choose the relevant engineers.
6
  • Ensure the Status filter includes Scheduled, In Progress, and Completed for full visibility
  • Exclude Cancelled jobs unless specifically required
  • Leave Customer and Cost Centre fields blank unless a more granular report is required
7
  • Click Run Report
  • Wait for the report to generate
  • Review on screen for accuracy
You can then: Export to PDF for distribution, Export to Excel for further analysis, or Print if required.

Quality Control Checklist

Before sending or saving the report, confirm each item below

Best Practice

Optional steps for consistency across the management team

For consistency across the management team, you may wish to save this configuration as a Saved Report in SimPro:

Suggested Report Name

Previous Day Engineer Schedule

This reduces user error and ensures everyone runs the report using identical criteria.

Export Options

Once the report is generated, choose the appropriate export format

PDF Export

Best for email distribution and archiving

Excel Export

Best for further analysis and data manipulation

Print

Best for physical records and quick reference

ECS Systems

ECS Systems Ltd

SimPro Premium • Schedule Report Procedure

Internal Operations Guide • Confidential