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Summary
This article identifies the filters in each of our reports. Click the Add Filter button to access the filters.
Branch
Branch
Branch
Payment Method
Payment Status
Paid by
Branch
Payment Method
Service Category
Branch
Tag
Customer Status
Branch
Tag
Branch
Billing Term
Customer Name
Tag
Period
Service Category
Customer Status
Branch
Billing Term
Customer Name
Tag
Period
Service Category
Customer Status
Branch
Customer Status
Tag
Marketing Campaigns
Branch
Customer Status
Tag
Marketing Campaigns
Branch
Tag
Branch
Tax Rate
Route
Invoice Status
Customer Name
State
County
Billing Term
Service Category
Service
Tag
Customer Status
Sales Representative
Branch
Tag
Tax Rate
State
County
Branch
City
State
County
Service Category
Invoice Status
Tag
Branch
Branch
Tag
Tax Rate
State
County
Branch
User
Invoice Status
Service
Service Category
Branch
User
Invoice Status
Service
Service Category
Branch
User
Role
Invoice Status
Service
Service Category
Branch
User
Role
Invoice Status
Service
Service Category
Branch
User
Role
Branch
Tag
Customer Status
Branch
Service Category
Invoice Status
Branch
Branch
User
Commission User
Service Category
Service
Status
Work Pool
Location Type
Sales Representative
Service
Tag
Email Type
Recipient
Subject
Status
Recipient
Status
Work Order #
Customer Name
Branch
User
Entity
Action
Branch
Route
Service
Estimate Status
Branch
Service
Service Category
Estimate Status
Status
User
First Service Date
Branch
Service
Service Category
Agreement Status
First Work Order Status
Sales Representative
Initial Service Date
Initial Work Order Status
Branch
Route
Callback
Service Category
Location Type
Billing Frequency
Tag
Branch
Route
Callback
Branch
Route
Branch
Route
Status
Work Pool
Frequency
Customer Status
Location Type
Branch
Route
Status
Work Pool
Frequency
Branch
Route
Status
Work Pool
Frequency
Billing Frequency
Service Category
Service
Tag
Customer Status
Branch
Route
Status
Work Pool
Frequency
Billing Frequency
Service Category
Service
Tag
Customer Status
First Service Date
Branch
Frequency
Service Category
Service
Customer Name
Customer Status
Branch
Branch
Tag
Customer Status
(Marketing) Campaign
Sales Representative
Branch
Tag
Customer Status
Sales Representative
Route
Branch
Tag
Customer Status
None
Branch
Branch
None
Branch
Material
Route
Customer Name
Branch
Billing Frequency
Billing Term
Location Type
Service Category
Automation Type
Route
None
Device Type
Customer Account Number (ID)
Service Location Number (ID)
Device ID
Frequency
Device Scanned
Tag
Service
Frequency
Billing Frequency
Branch
Tag
Service
Frequency
Billing Frequency
Customer Name
Branch
Branch
Branch
Branch
Branch
For more information about what columns are in what reports, see: What columns are available in what reports?
For more information about finding specific information in reports, see: Which report do I use to see...