Summary
This article takes an example of how to generate a report for Commercial accounts. There are two ways to search for a specific group.
Key Points
Method 1: uses the fields set in Property Types & Target Areas
Method 2: uses Tags
Method 1: uses the fields set in Property Types & Target Areas
From the Dashboard, click Reports
Click Route Production report
Adjust the From - To dates in the date filter
Click Add Filter
Click Location Type
Click Any
Click Restaurant (for example)
Method 2: uses Tags
First create a tag named Commercial and add it to all your commercial accounts.
From the Dashboard, click Reports
Click the Route Production report
Apply a Tag filter and pick Commercial (for example)
For more information about Property Types, see Settings - Pest & Material and scroll down to Property Types & Target Areas
For more information about Tags, see: Tags - getting started