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Service filter does not drop down in reports

You need Categories

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

Add a Service Category filter, and click Any from the drop-down list. If you don't have categories, nothing happens. Add categories to your services in Settings/Services.

Key Points

  • Create categories to group similar services together

  • Search our reports by category to see how profitable services are as a whole

To create categories, edit each service and add a category in the edit page. For example, you might have three bed bug related services:

  • Bed Bug Inspection

  • Bed Bug Treatment

  • Bed Bug Follow-Up

Edit one of the services and type Bed Bug in the category box:

Repeat for the other two services. Using the Bed Bug example, over a given period you might have the following sales:

  • Bed Bug Inspection = $5,000

  • Bed Bug Treatment = $15,500

  • Bed Bug Follow-Up = $2,750

By using the Bed Bug Service Category filter, you can find that the group as a whole has $23,250 in sales.

Open a report that has a Service Category filter to search by that category.

Reports that have the Service Category filter include:


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