Reports

What report to use to generate the results you want

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39 articles in this collection
Written by Mike Laverty

Which report do I use to see...

183 answers to that question
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Written by Mike Laverty
Updated over a week ago

What columns are available in what reports?

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Written by Mike Laverty
Updated over a week ago

What filters are available in what reports?

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Written by Mike Laverty
Updated over a week ago

AVERAGE of customer annual value - how to get

Use the Account Value By Customer report
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Written by Mike Laverty
Updated over a week ago

Billing Frequency - which report

Use the Call List
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Written by Mike Laverty
Updated over a week ago

Sales Tax Liability Reports

Accounting 101: Cash Basis or Accrual Basis
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Written by Mike Laverty
Updated over a week ago

Callbacks - how many have you scheduled

Use the Completed Work Order Details report
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Written by Mike Laverty
Updated over a week ago

Callback - who did the first service

After the first service a different tech did the Callback
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Written by Mike Laverty
Updated over a week ago

Cash - how to find how much cash you took in

Find it in the Income Report
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Written by Mike Laverty
Updated over a week ago

Bulk Update Materials - Update incorrect entries for your Materials reports

My techs enter information inconsistently = let the reporting chaos begin
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Written by Mike Laverty
Updated over a week ago

Check number search

If you don't know the customer use the Deposit report
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Written by Mike Laverty
Updated over a week ago

Credit card payments - how to track

Use the Income or the Customer List report
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Written by Mike Laverty
Updated over a week ago

California Material Report shows duplicate lines for same material

Dilution rates need to be the same
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Written by Mike Laverty
Updated over a week ago

Customer email addresses - which reports list them

Reports that contain customer email addresses
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Written by Mike Laverty
Updated over a week ago

Email Delivery Statuses - open and click

What is the difference between open and click
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Written by Mike Laverty
Updated over a week ago

Email Delivery Statuses report

What do Queued, Deferral, and Rejected mean?
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Written by Mike Laverty
Updated over a week ago

Email soft and hard bounce - what are they?

Indicates a delivery issue to an email address
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Written by Mike Laverty
Updated over a week ago

Email marketing campaigns - tracking them

Use either Email Delivery Statuses or Route Production reports
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Written by Mike Laverty
Updated over a week ago

Emails - are customers getting them?

Use the Email Delivery Statuses report
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Written by Mike Laverty
Updated over a week ago

Export a report - with columns removed

All the columns show up in the CSV file
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Written by Mike Laverty
Updated over a week ago

Finding incorrect mobile phone numbers

Go to Reports > Text Reminders
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Written by Mike Laverty
Updated over a week ago

Future work - how busy will you be next month?

Go to the Call List report
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Written by Mike Laverty
Updated over a week ago

How many new customers did we get this month?

Run the Customer List report
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Written by Mike Laverty
Updated over a week ago

Managing Reports - deselecting more than one column at a time

You can't, but we have a work around
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Written by Mike Laverty
Updated over a week ago

Material Usage Report - for a single location

Go to the customer's Location page
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Written by Mike Laverty
Updated over a week ago

Missed appointments - how to find

Use the Call List report
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Written by Mike Laverty
Updated over a week ago

Monthly route sheet - with the services included

Use the Call List report
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Written by Mike Laverty
Updated over a week ago

Notes - how to view notes taken in the field

Look at Completed Work Order Details report
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Written by Mike Laverty
Updated over a week ago

NYSDEC Record Keeping Information

This portion of the report details the locations of material usage
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Written by Mike Laverty
Updated over a week ago

Payments - filter by user

Use the Income report
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Written by Mike Laverty
Updated over a week ago

Reports - for a specific group of accounts

Use the Route Production report
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Written by Mike Laverty
Updated over a week ago

Sales - by (Service) Category

Use the Service Profitability report
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Written by Mike Laverty
Updated over a week ago

Service dates - do not match invoice dates

Use the Completed Work Order Details report
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Written by Mike Laverty
Updated over a week ago

Service filter does not drop down in reports

You need Categories
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Written by Mike Laverty
Updated over a week ago

Service Profitability vs Service Profitability Comparison reports

What is the difference?
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Written by Mike Laverty
Updated over a week ago

Text confirmations - how to find

Go to the Text Reminders report
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Written by Mike Laverty
Updated over a week ago

Total averages - for Invoices, Work Orders, and total account value

Use the Account Value By Customer report
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Written by Mike Laverty
Updated over a week ago

Trap & Trend Report

A visual guide to your device scanning
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Written by Mike Laverty
Updated over a week ago

Work Pool - printing it for a specific month

Use the Call List report
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Written by Mike Laverty
Updated over a week ago