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What filters are available in what reports?
What filters are available in what reports?
Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

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Summary

This article identifies the filters in each of our reports. Click the Add Filter button to access the filters.

Branch

Branch

Branch
Payment Method
Payment Status
Paid by

Branch
Payment Method
Service Category

Branch
Tag
Customer Status

Branch
Tag

Branch
Billing Term
Customer Name
Tag
Period
Service Category
Customer Status

Branch
Billing Term
Customer Name
Tag
Period
Service Category
Customer Status

Branch
Customer Status
Tag
Marketing Campaigns

Branch
Customer Status
Tag
Marketing Campaigns

Branch
Tag

Branch
Tax Rate
Route
Invoice Status
Customer Name
State
County
Billing Term
Service Category
Service
Tag
Customer Status
Sales Representative

Branch
Tag
Tax Rate
State
County

Branch
City
State
County
Service Category
Invoice Status
Tag

Branch

Branch
Tag
Tax Rate
State
County

Branch

User

Invoice Status

Service

Service Category

Branch
User
Invoice Status
Service
Service Category

Branch
User
Role
Invoice Status
Service
Service Category

Branch
User
Role
Invoice Status
Service
Service Category

Branch
User
Role

Branch
Tag
Customer Status

Branch
Service Category
Invoice Status

Branch

Branch
User
Commission User
Service Category
Service
Status
Work Pool
Location Type
Sales Representative

Service
Tag

Email Type
Recipient
Subject
Status

Recipient
Status
Work Order #
Customer Name

Branch
User
Entity
Action

Branch
Route
Service
Estimate Status

Branch
Service
Service Category
Estimate Status
Status
User

First Service Date

Branch

Service

Service Category

Agreement Status

First Work Order Status

Sales Representative

Initial Service Date

Initial Work Order Status

Branch
Route
Callback
Service Category
Location Type
Billing Frequency
Tag

Branch
Route
Callback

Branch
Route

Branch
Route
Status
Work Pool
Frequency
Customer Status
Location Type

Branch
Route
Status
Work Pool
Frequency

Branch
Route
Status

Work Pool
Frequency
Billing Frequency

Service Category
Service
Tag
Customer Status

Branch
Route
Status
Work Pool
Frequency
Billing Frequency
Service Category
Service
Tag
Customer Status

First Service Date

Branch
Frequency
Service Category
Service
Customer Name
Customer Status

Branch

Branch
Tag
Customer Status
(Marketing) Campaign
Sales Representative

Branch
Tag
Customer Status
Sales Representative
Route

Branch
Tag
Customer Status

None

Branch

Branch

None

Branch
Material
Route
Customer Name

Branch
Billing Frequency
Billing Term
Location Type
Service Category
Automation Type
Route

None

Device Type
Customer Account Number (ID)
Service Location Number (ID)
Device ID
Frequency
Device Scanned

Tag
Service
Frequency
Billing Frequency

Branch

Tag

Service

Frequency

Billing Frequency

Customer Name

Branch

Branch

Branch

Branch

Branch

For more information about what columns are in what reports, see: What columns are available in what reports?

For more information about finding specific information in reports, see: Which report do I use to see...

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