Reports
What report to use to generate the results you want
By Beau1 author39 articles
- Which report do I use to see...185 answers to that question
- What columns are available in what reports?
- What filters are available in what reports?
- AVERAGE of customer annual value - how to getUse the Account Value By Customer report
- Billing Frequency - which reportUse the Call List
- Sales Tax Liability ReportsCash Basis, Accrual Basis or Sales Tax Report Detail: Determine the Sales Tax Report that is best for you
- Callbacks - how many have you scheduledUse the Completed Work Order Details report
- Callback - who did the first serviceAfter the first service a different tech did the Callback
- Cash - how to find how much cash you took inFind it in the Income Report
- Bulk Update Materials - Update incorrect entries for your Materials reportsMy techs enter information inconsistently = let the reporting chaos begin
- Check number searchIf you don't know the customer use the Deposit report
- Credit card payments - how to trackUse the Income or the Customer List report
- California Material Report shows duplicate lines for same materialDilution rates need to be the same
- Customer email addresses - which reports list themReports that contain customer email addresses
- Email Delivery Statuses - open and clickWhat is the difference between open and click
- Email Delivery StatusesWhat do Queued, Deferral, and Rejected mean?
- Email soft and hard bounce - what are they?Indicates a delivery issue to an email address
- Email marketing campaigns - tracking themUse either Email Delivery Statuses or Route Production reports
- Emails - are customers getting them?Use the Email Delivery Statuses report
- Export a report - with columns removedAll the columns show up in the CSV file
- Finding incorrect mobile phone numbersGo to Reports > Text Reminders
- Future work - how busy will you be next month?Go to the Call List report
- How many new customers did we get this month?Run the Customer List report
- Managing Reports - deselecting more than one column at a timeYou can't, but we have a work around
- Material Usage Report - for a single locationGo to the customer's Location page
- Missed appointments - how to findUse the Call List report
- Monthly route sheet - with the services includedUse the Call List report
- Notes - how to view notes taken in the fieldLook at Completed Work Order Details report
- NYSDEC Record Keeping InformationThis portion of the report details the locations of material usage
- Payments - filter by userUse the Income report
- Reports - for a specific group of accountsUse the Route Production report
- Sales - by (Service) CategoryUse the Service Profitability report
- Service dates - do not match invoice datesUse the Completed Work Order Details report
- Service filter does not drop down in reportsYou need Categories
- Service Profitability vs Service Profitability Comparison reportsWhat is the difference?
- Text confirmations - how to findGo to the Text Reminders report
- Total averages - for Invoices, Work Orders, and total account valueUse the Account Value By Customer report
- Trap & Trend ReportA visual guide to your device scanning
- Work Pool - printing it for a specific monthUse the Call List report