The Passport365 App offers the facility to download a range of reports relating to:
Each report can be downloaded as a .csv/.xls file and can be filtered on a variety of settings to provide a customised snapshot of the information held on the system.
The benefits of being able to download a report in this way is that the data can be manipulated in external systems and be integrated in other in-house reporting styles.
The reports function can be found by navigating to the 'Settings' men, under the 'Company' tab, selecting 'Reports':
Reporting on Quotes
Select 'Quotes' from the drop down menu:
You can create a report on the status of your quotes and filter this by whether a quote:
is a draft.
has been sent.
has been accepted.
has been rejected.
Or you can select 'All' quotes.
You can download reports on quotes by individual customers either by selecting a single, multiple or all customers.
Furthermore, you can download all quotes for all customers, irrespective of status for a set date range.
Reporting on Jobs
The ability to report on jobs in a variety of ways is very useful and can be incorporated into in-house company reporting and used to monitor the progress of jobs by a variety of fields including field worker, job type and priority.
Status & Priority
The Passport365 app allows you to download job data based on the status and/or priority of a job. You can select single or multiple fields to report against such as all jobs marked urgent or all scheduled jobs marked urgent and normal.
You can also download information against jobs by customer, multiple customers or all customers.
With this option you can select all jobs (irrespective of status) by field worker and report on the status and detail of the jobs allocated to individuals, selection of individuals or all field workers.
Reporting on jobs within a date range can be used to report in external systems to assist with third party diary systems. You can select a range of dates which will produce a report on all jobs irrespective of status.
The system can also provide reports on three job types:
You can select one or more of these job types on which to download a report.
Reporting on Invoices
By selecting on invoices, you are able to report on a number of variables based on invoices Status. You can create a report based on the status of your invoices either by selecting 'All' or choosing from the specific status of an invoice:
The downloaded report provides details including the customer name, invoice number, description, date, value (net, tax and gross) as well as the type of payment used.
Reports can be downloaded by customer using the 'Customer' selection and provide an overview of all invoices by customer, selection of multiple customers or all customers.
Alternatively, you can download invoices pertaining to a set date range.
Reporting on System Log Ins
Selecting the 'System log ins' will provide a date range selection from which you can produce a report detailing all log ins with:
Date and time of log in
Operating system used
Reporting on Staff Members
By selecting 'Staff Members' you can download a report which gives you an overview of your staff members, including:
Date of birth
Date started with company
Roles and permissions
Field worker access level
Standard rates of charge
You can select a single member of staff, all or a selection.
Reports are produced in an .xls/.csv format and can be viewed in your default spreadsheet programme.
Clicking on the 'Download CSV(XLS)' button will create a new file in your downloads folder.
Using Preset Reports
Each of the reports that you create can be saved as a preset selection in order to save time. For instance, if you run a daily report on all urgent jobs, you can save this as a preset report and simply select this option from the 'Presets'.
To save a preset report, simply adjust the radial tick boxes as if you were going to download the report of your choice. In this example, we are going to create a report on quotes which have been marked as 'Sent':
Instead of selecting 'Download', we are going to select 'Save as preset':
Then, you will need to name your preset; we'll call this 'Pipeline Quotes':
And then click 'Save and Download'
This will save your selection as a preset report and download the file to your computer. The next time you want to run this same report then you simply select the 'Pipeline Quotes' from the 'Presets' list: