Reports are a fantastic way to track the progress of your business. From the Reports Homepage you can access your Financial, Management, Marketing, Orders, Schedule, and Technician Reports.
Use these to track your business growth, identify things to change, and improve your marketing efforts.
Accounts Past Due: Accounts that are past due, including links to order number and account name. Can filter by Account Type and Days Past Due.
Accounts Receivable: Accounts, their invoices, the payments received, and balance due.
Income by Date Range: View your income by a date range you can set. Can also filter by day, week, month, quarter or year, by cash or accrual, or by commercial or residential account.
Income by Type (Detailed): A detailed list of income by your products and services. You can filter this by a date range, by item groups, if the invoices are paid in full, and or if it is from a commercial or residential account.
Income by Type (Summary): View you income by item group. You can filter this by a date range, by item groups, if the invoices are paid in full, and or if it is from a commercial or residential account.
Invoices Totals by Region: View your income by region (city, county, state, zip), filtering by any date range you wish, as well by commercial or residential.
Invoices with a Balance Due: View the invoices with a balance due. Includes links to order numbers and accounts. Lists the balance due. Allows you to look at a specific date or filter by unposted or posted invoices.
Open Payments and Credits: Lists any open payments and credits.
Payments Received: Lists all payments received. You can filter by a date range, as well as commercial or residential accounts, payment method, and if the payment has been posted.
Sales Tax Totals (Accrual): You can view your tax totals based around a date range of your choosing.
Sales Tax Totals (Cash): View your sales tax total for cash payments based around a date range of your choosing.
Tax Rate Report: View the taxable and non taxable income on your account.
Tax Rate Report-Cash: View your tax rate report on cash payments based around a date range of your choosing.
Active Customers: View a list of your active customers.
Activity by Date Range: View the number of and list of customers created, invoices, orders created, invoice totals, payment totals, and average invoice for a date range of your choosing.
Customer Acquisition: A list of customers acquired during a date range of your choosing. You can also see their lead source from this document.
Employee Commissions: A list of your employees and what commission they earned during a period of time of you choosing. You can also filter this by if invoices are or are not paid in full, if commissions are paid, and by employee.
Inventory Items: This report lists all Inventory Items based on the status of the item. The default view is set to view all Inventory Items.
Opportunities: View you opportunities, filtered by date, opportunity group, stage, status, and or employee.
Products and Services: A list of your products and services, here you can also filter by inactive or active.
Sales Conversion Rates: Here you can see the estimate closing rate by sales rep. You can filter by any specific date rang as well as by commercial verses residential accounts.
Top Customers: A list of your top customers by total sales. You can filter by date and commercial verses residential.
Upsale by Employee: A list of upsales by employee. Includes links to order number and account names. You can filter by a date range, employee, and account type.
User Activity: View activities by their creator. You can filter by date, creator, and activity type.
Account Referrals (Detailed): A detailed list of accounts and their referrals, as well as the revenue from that referral. You can filter by a date range and by date completed, created, or payment date.
Account Referrals (Summary): A simple summary of the number of responses created with the accounts listed as the lead source. You can filter by a date range and by date completed, created, or payment date.
Accounts By Lead Source (Detailed): View a list of accounts by their lead source, includes the total payments generates though that lead source. You can filter by date range or by lead source.
Accounts By Lead Source (Summary): Simple list of lead sources and the number of accounts that use them as their lead source. You can filter by a date range and by lead source.
Campaign Results: A full list of your campaigns and lead sources and their response, conversions, conversion %, and revenue. You can filter by a date range, choose to show only active campaigns, and hide campaigns with 0 responses.
Campaign Results - Lifetime ROI: This report shows how each of the marketing lead sources has performed since its creation. Keep in mind that campaigns are considered lead sources insofar as you can select them on a work order or invoice in the lead source field.
Invoices by Lead Source (Detailed): A detailed list of invoices by their lead source, as well as the revenue from that referral. You can filter by a date range, customer type, zip codes, and lead source.
Invoices by Lead Source (Summary): Simple list of lead sources, their number of invoices, and pre-tax totals. You can filter by a date range, customer type, and by lead source.
New Vs. Repeat Invoice Customers: You can view what percentage of your customers are new or repeat customers, as well as the number of accounts it's looking at. You can filter this by a date range of your choosing.
Appt Order Totals by Appt Date: The totals for different order types (Estimate, Work Order, and Invoices) by appointment type. You can also filter this by date and by specific appointment type.
Invoice Labor Report: This report shows all invoices completed within the date range specified, the number of appointments, technicians assigned and time logs, total hours and average hourly rate. To see additional detail, you can click on the order number to open the order and then open the appointments to see the time log detail.
Invoices by Sales Rep: A list of your invoices organized by sales rep. You can filter this by date, sales rep, account type, or if the invoice is paid in full.
Order Approval Status: A list of orders with their approval status, if you are using the order approval link from the marketplace. You can filter this by date range, sales rep, and approval status.
Order Appt Hours: A list of orders showing their total estimates hours, actual hours, hours difference and the percent of that difference. You can filter this by date range, order type, and appointment type.
Order Progress: See what orders are at what stage, Estimate, Invoice, Or Work Order. You can filter by any date range, by the order type, by if it is posted, and by if the account is commercial and residential.
Orders By Line Item (Summary): This report allows a user to see a summary of line items on orders by Item Group, Item and Order Type and provides the ability to drill down to a subreport to see the order detail for the specific item or the specific item/order type.
Orders By Sales Rep: A list of orders by sales rep. You can filter this by date, sales rep, what type of order (Estimate, work order, invoice, or voided), or commercial or residential accounts.
Orders Created by User: A list of orders split by what user created them. You can also filter by a date range, the user, and the order type.
Voided Orders: View a list of voided orders based on a date range of your choosing.
Route Totals: This report shows the Route Total and Daily Total for all appointments on the schedule within the date range specified. The totals are calculated based on the Order Type (Estimates are excluded) and the number of appointments that are scheduled on the order (with Estimate, Rework, and Pick Up appointment types being excluded) using the order Subtotal.
Schedule Item Board: See a list of appointments, you can filter by a date range.
Schedule Printout: A list of appointments split by date and route. You can filter this by a date range or by route.
Technician Appt Hours: See a list of techs and their percentage of total hours, number of orders, the sub total on those orders, their estimated hours, actual hours, hours difference, and the percentage of hour difference. You can filter by date range, order type, or account type.
Technician Appts: A list of appointments by technician. You can filter this by date range, account type, technician, and appointment type.
Technician Appts with Time Logs: A list of appointments by technician including their time logs. You can filter by date, account type, technician, and appointment type.
Technician Sales Report: A list of services each technician sold or upsold. You can filter by a date range, by only upsales, by technician, item group and subgroup.
Technician Time Logs: A list of time log entries by technician. You can filter this by date range, account type, technician, and appointment type.
Technician Tip Report: A list of tips collected by technician, can filter by date range or technician.
Technician Upsale Report: A list of upsales by each technician, includes order numbers and account name. You can also filter this by any date range and by technician.
