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Your CSV. A checked report.

Import your records, review the checks, then download your PDF.

Operations report template

1Choose your data

Open a CSV file

Up to 1,000 records · 2 MB · 20 locations

Paste CSV instead

Required format and rules

Use these seven columns, in this order:

record_id,report_date,location,job_type,status,hours,amount

Dates: YYYY-MM-DD. Status: completed, pending or cancelled. Hours and amounts: nonnegative numbers with at most two decimals.

Every repeated ID is excluded, including when its other record has an error. Text is kept exactly as entered. Maximum hours: 9,999.99; maximum amount: 999,999.99 per record.

IDs can contain up to 64 characters; locations and job types up to 80. The PDF uses Noto Sans; unsupported scripts or excessive layout detail stop the export with an explanation.

Totals include all accepted statuses. Amounts are recorded values in USD, not recognized revenue or profit. This template needs adaptation for a different source format or business rule.

2Review and download

No data loaded

Start with a file or the sample

You’ll see totals by location and a clear list of records that need attention.

The sample is fictional and includes errors so you can see the checks at work.