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What columns are available in what reports?
What columns 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 columns in each of our reports.

Month
Year
Total

Month

Year

Total

Price

Discount

Tax Amount

PMT #
PMT DATE
REF FLD
RCVD BY:
INV #
W/O #
CUST ACCT #
CUSTOMER NAME
BRANCH
PMT STATUS
CLSD DATE
CLSD BY
RCPT #
AMT

PMT #
PMT DATE
REF FLD
RCVD BY:
INV #
W/O #
CUST ACCT #
CUSTOMER NAME
BRANCH
PMT STATUS
CLSD DATE
CLSD BY
RCPT #
AMT

Customer #
Customer Name
Customer status
Total Invoices (Completed Work)
Total Service Price (Incomplete Work)

Total Service Price (Cancelled Work)
Total Account Value

Customer #
Customer Name
Total Invoices (Completed Work)
Total Service Price (Incomplete Work)
Total Account Value
Total Invoices (Completed Work) (prev. year)
Total Service Price (Incomplete Work) (prev. year)
Total Account Value (prev. year)
Comparison %

Customer #
Customer
Status
Note
Tag(s)
E-mail
Billing phone
Billing Term
Current Unpaid
30 Days
60 Days
90 Days
Over 90 Days
Initial balance
Balance
Unapplied Payments
Last Invoice Date
Last Statement Date
Card

Customer #
Customer
Status
Note
Tag(s)
E-mail
Billing phone
Billing Term
Unpaid
30 Days
60 Days
90 Days
Over 90 Days
Initial balance
Total Due
Account Balance
Unapplied Payments
Last Invoice Date
Last Statement Date
Card

Customer Name
Customer Status
Address
City
State
Zip
Phone
Marketing Source
Tags
Customer Created On
First Service Date
Total Invoice Amount

Number
Name
Total Invoices (Completed Work)
Total Service Price (Incomplete Work)
Total Account Value
Total Invoices (Completed Work) (prev. year)
Total Service Price (Incomplete Work) (prev. year)
Total Account Value (prev. year)
Comparison %

Invoice #
PO #
Status
Customer
Customer Status
Tags
Location Name
Address
City
State
County
Zip
Invoice date
Due Date
Price
Price with discount
State Tax Amount
County Tax Amount
City Tax Amount
District 1 Tax Amount
District 2 Tax Amount
Total Tax Amount
State Tax Rate
County Tax Rate
City Tax Rate
District 1 Tax Rate
District 2 Tax Rate
Total Tax Rate
Tax Rate Name
Total Amount
Total Paid
Amount Due
Billing Email
Billing Term
Service Category
Service Type
Technician(s)
Payment Method

BRANCH
TAX RATE NAME
TOTAL PMTS
NET PMTS
STATE TAX AMT
COUNTY TAX AMT
CITY TAX AMT
DISTRICT 1 TAX AMT
DISTRICT 2 TAX AMT
TOTAL TAX AMOUNT
STATE TAX RATE
COUNTY TAX RATE
CITY TAX RATE
DISTRICT 1 TAX RATE
DISTRICT 2 TAX RATE
TOTAL TAX RATE

Tax Rate Name
Total Sales
Taxable Sales
Tax Collected
City
County
State
State Tax Code
County Tax Code
City Tax Code
District Tax Code
District Tax Code 2
Service Taxable
State sales tax
District sales tax 1
District sales tax 2
County sales tax
City sales tax
Total sales tax

Branch
Customer
Transaction #
Payment Date
Payment Method
Total Amount
Unapplied Amount

BRANCH
TAX RATE NAME
PMT DATE
PMT #
PAYMENT AMOUNT
INVOICE DATE
INV #
TOTAL SALES (INVOICE/PRICE TOTAL W/DISCOUNT)
STATE TAX AMOUNT
COUNTY TAX AMOUNT
CITY TAX AMOUNT
DISTRICT 1 TAX AMOUNT
DISTRICT 2 TAX AMOUNT
TOTAL TAX AMOUNT
CUST ACCT #
CUSTOMER NAME
Location Name
Address
CITY
STATE
COUNTY
ZIP
STATE TAX CODE
COUNTY TAX CODE
CITY TAX CODE
DISTRICT 1 TAX CODE
DISTRICT 2 TAX CODE
STATE TAX RATE
COUNTY TAX RATE
CITY TAX RATE
DISTRICT 1 TAX RATE
DISTRICT 2 TAX RATE
TOTAL TAX RATE

User

Role

Work Order #

Work Order Date

Invoice #

Invoice Date

Invoice Status

Service Category

Service Type

Production Value

Account Name

Service Location Name

Service Location Address

Sales Total

Commission Type & Amount

Commission Total

Commission Expiration Date

Other Lines

User

Role

Work Order #

Work Order Date

Invoice #

Invoice Date

Invoice Status

Service Category

Service Type

Production Value

Account Name

Service Location Name

Service Location Address

Service Split

Commission Type & Amount

Commission Total

Commission Expiration Date

User
Role
Work Order #
Work Order Date
Invoice #
Invoice Date
Invoice Status
Service Category
Service Type
Production Value
Account Name
Service Location Name
Service Location Address
Sales Total
Commission Type & Amount
Commission Total
Commission Expiration Date

Other Lines

User

Role

Work Order #

Work Order Date

Invoice #

Invoice Date

Invoice Status

Service Category

Service Type

Production Value

Account Name

Service Location Name

Service Location Address

Sales Total

Commission Type & Amount

Commission Total

Commission Expiration Date

Other Lines

Invoice #
Invoice Date
Work Order #
Work Order Date
Customer
Customer Acct #
Location Name
Service Location #
Service Location Address
Invoice Status
Due Date
Production Value
Price with discount
Total Tax Amount
Total Tax Rate
Total Amount
Total Paid
Amount Due
Billing Email
Commission Payee/User Name
Role
Route/Technician

Customer (status)
Earnings

Service
Category
Number (#) of invoices
Invoice total
Total with Discount
Tax
Total

Customer
Service Location
Transaction Type
Transaction #
Transaction Date
Inv Amt
Pmt Amt
Inv #
Applied Pmts
Pmt Type
Ref #
Invoice Status
Invoice Due Date
Amt Due

Customer
Service Location
Location Type
Estimate #
First Service Date
Frequency
Technician
Sales person
Commission User
Status
Service Category
Service Type
Estimate Value
Invoice amount
Production Value
Annual Value
Annual value of commission
Cancel date
Cancel reason

Service type
Location type
Qty
Annual value
Total value

Status
Type
Recipient
Subject
Opens
Clicks
Customer Name
Account #

Date/Time
Recipient
Status
Text
Response
Work Order
Location
Customer

User
Action
What
Time

Estimate #
Estimate Date
Estimate Exp.
Customer Name
Service Location Name
Service Address 1
Service Address 2
Service City
Service State
Service ZIP
Service County
PO #
Technician/Route
Status
Service Description
Sales Price
Total Sale w/Discounts
Memo

Estimate Status
Estimate #
Estimate Date
Starts at
Service Category
Service type
Lead Source
Billing Email
Service Address
Service City
Service State
Service Zip
Service Email
Location Type
Sales Representative
First WO #
First service date
First WO status
Estimate value
Annual value
Marketing Source

Agreement Status

Agreement #

Created Date

Agreement Date

Service/Agreement Name

Renewal Date

Customer First Name

Customer Last Name

Customer Company Name

Billing Email

Service Address

Service City

Service State

Service Zip

Service Email

Location Type

Sales Representative

Initial WO #

Initial WO Date

Initial WO Status

First WO #

First WO Date

First WO status

First service type

First Service Category

Calculated Annual Production Value

Annual Production Value

Calculated Annual Invoice Value

Annual Invoice Value

Next task date

Marketing Source

Customer
Location Type
WO #
Service Category
Service
Billing Frequency
Route
Starts at
Duration
Callback?
Actual Start Time
End Time
Worked Minutes
Price
Production Value

Customer
Location Name
Service Address
WO #
Invoice #
Invoice Date
Service
Route
Starts at
Duration
Callback?
Actual Start Time
End Time
Worked Minutes
Sales Total
Price
Payment Amount
Production Value
Payment Method
Report Findings
Private Notes
Photo Attached
PDF Attached

PO #

Route
Date
Total #
1st Start
Last End
Total Prod.
Total Sales

Customer #
Customer
Customer Status
Location #
Property status
Service Location Name
WO #
Status
Service
Route
Created on
Starts at
Duration
Callback?
Price
Frequency
Service Address Street 1
Service Address Street 2
Service Address City
Service Address State
Service Address Zip
Production Value

Customer
Service Location Name
WO #
Status
Service
Route
Created on
Starts at
Duration
Callback?
Price
Frequency
Service Address Street 1
Service Address Street 2
Service Address City
Service Address State
Service Address Zip
Created by

WO #

Appointment Date

Status

Frequency

Billing

Schedule

Route

Technician

Arrival Time Window

Customer #

Customer

Customer Status

Location #

Service Location

Service Address Street

Service Address Street 2

City

State

County

ZIP

Phone(s)

Email

Contacts

Service Category

Service Type

Service Price

Total

Account Balance

Service Location Notes

Service Instructions

Production Value

WO #

Appointment Date

Status

Frequency

Billing

Schedule

Route

Technician

Arrival Time Window

Customer #

Customer

Customer Status

Location #

Service Location

Service Address Street

Service Address Street 2

City

State

County

ZIP

Phone(s)

Email

Contacts

Service Category

Service Type

Service Price

Total

Account Balance

Service Location Notes

Service Instructions

Production Value

Customer #

Company Name

Customer Status

Branch

First Name

Last Name

Frequency

Initial Service

Last Service

Next Service

Next Service Price

Billing Name

Billing Address 1

Billing Address 2

Billing City

Biling State

Billing Zip

Billing Phones

Billing Email

Location #

Location Name

Service Address 1

Service Address 2

Service City

Service State

Service Zip

Service County

Service Phones

Service Email

Service Category

Service Type

Marketing Source

WO #
WO Date
Technician/Route
Service Description
Customer #
Customer Name
Service Address
Email Delivery Date
Rating # of Stars
1-3 Star Response
Review Date

Display Name
Company Name
First Name
Last Name
Customer status
Account Number
Tag(s)
Billing Terms
Credit Card
Street
Street 2
City
State
Zip
County
Billing Phone
Billing Email
Date Added
Balance
Automation Type
Credit Card for Auto Pay

Customer
Customer Status
Billing Terms
Billing Street
Billing Street 2
Billing City
Billing State
Billing Zip
Billing Phone
Billing Email
Location
Location #
Type (Property Type)
Service address line 1
Service address line 2
Service City
Service State
Service ZIP
County
Phones
Email
Send Reports Automatically
Tax Name
Tax Rate
Default Route
Sales Representative
Last Service Date
Next Service Date
Customer Account Number
Service Location Notes

None

None

Row #
User Name
Certification ID Number
EPA REG. NUMBER
PRODUCT NAME
QUANTITY USED
UNITS
DATE OF APPL.
COUNTY CODE
ADDRESS
MUNICIPALITY (CITY, VILLAGE, ETC.)
ZIP CODE

Row #
User Name
Certification ID Number
EPA REG. NUMBER
PRODUCT NAME
QUANTITY USED
UNITS
DATE OF APPL.
COUNTY CODE
ADDRESS
MUNICIPALITY (CITY, VILLAGE, ETC.)
ZIP CODE

None

Material Name
WO #
Account #
Customer Name
Location Address
City
State
Zip
County
EPA Number
Application Date
Undiluted Qty
Undiluted UOM
Dilution Rate
Method
Equipment
LOT #
Applied Qty
UOM
Target Pest(s)
Target Area(s)
Application Technician

Customer
Sales Representative
Location type
Service category
Service type
Technician
Billing Frequency
Service Frequency
First service date
Cancel Date
Last Invoice Date
Service Cost
Annual value
Completed Value
Cancelled value
Cancel Reason
Billing Term
Automation Type
Credit Card
Account Number

None

Scan Date
Scan Time
Device ID
Device Type
Exception Notes
Inspection Notes
Barcode Number
Customer Account Number
Customer Name
Service Location Number
Service Location Name
Service Location Address
Device Removed
Device condition
Bait Condition
No Activity
Evidence
Pest Capture Type
Pest Capture #
Service Frequency
Building
Floor
Location Details
Device Notes
Created At

Routes

Customer #
Customer Name
Address
Phone
Email
Notes
Location #
Location Name
Location Address
Location Phone
Location Email
Location Notes
Billing Frequency
WO Frequency
Service Type
Price
Last service date
Balance
Production Value
Next Billing Date
Agreement

Customer #

Customer Name

Location #

Location Name

Service Type

Service Frequency

Billing Frequency

Current Price

Date of Price Change

Prev. Price

Customer Contacts
Branch
Customer ID
Location ID
Customer Name
Customer Status
Tags
Contact First Name
Contact Last Name
Contact Title
Contact Phone 1
Contact Phone 2
Contact Phone 3
Contact Email
Email Invoices
Email Work Orders
Email Reminders
Access to Portal

Route
Sales Total w/Disc
Route
Sales Total w/Disc
Sales Comparison %

Route
Production Value
Route
Production Value
Comparison %

Customer (status)
Earnings
Customer (status)
Earnings
Comparison %

Service
Price
Service
Price
Comparison %

For more information about using reports to see something specific, see Which report do I use to see...
โ€‹
For more information about what filters are available in what reports, see What filters are available in what reports?

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