Reporting

https://go.haulerhero.com/app/reporting

22 articles

Accounts by creation date / created by

Reporting Dashboard

Export a contact list by routeIf you need a list of customer contact information by route, follow these easy steps

Customers on Autopay

Tax ReportHow to view total collected tax for a specific period

How to export your contact list

Who created the work order?Access to Reporting required

Accounts Receivable Report

Credit Card Expiration Report

Failed / Declined Payment Report

How to Save a Custom Version of a ReportBy using the Save as feature, you can create unique report views that you can later edit and tailor to your specific needs without altering the original template.

Sigma Function indexEasily create your own Excel-style formulas and calculations

Sigma ChartsCreate new visualizations, graphs, and KPIs, or modify existing ones

Sigma Filter ControlsAdd interactive features—like filters or input fields—so you can easily explore and customize how you see the data in a workbook.

Report AlertsCreate email notification alerts for any Sigma Report

Route Revenue Report

GA REPORTSStandard reports available

General Ledger Report

How can I use the Configured Services Report to find customer accounts linked to specific services and view associated pricing?

How do I manage and report on container (toter/garbage can) numbers in Hauler Hero?Containers, toters, cans, inventory

Historical A/RReconcile your books with Historical Accounts Receivable. Applying an As Of date