Searching Within Your Legacy Reports
We've made updates to how to search for items in your Legacy report to deliver more accurate reports and improve your report performance.
What Can Be Searched Through Your Legacy Report Search Bar?
You can now search by any search term that exists under the following categories:
Job #
Customer name
Customer tag
Address
Description
Amount
Job tags
Job status
Payment
What Terms Cannot Be Searched Through Your Legacy Report Search Bar?
Created at date
Date
End time
Travel duration
On job duration
Street
Street line 2
City
State
Zip
Paid amount
Due amount
Discount
Tax
Tax rate
Notes
Employee
Window
Attachments
Segments
HCjob
Tip amount
Online booking source
How to Troubleshoot Your Report
If your report is empty and you previously had a saved search term, try reapplying it by clicking the filter icon next to a column header, entering your search term, and clicking the 'Filter' button.
Frequently Asked Questions
Q: Will this change how I search within reports?
A: The core functionality remains the same, but the improved logic provides more precise and relevant results.
Q: Who do I contact if I have issues?
A: Our support team is available to help if you need further support. Please reach out through the blue chat bubble for assistance.
Q: My report is empty, but I previously had a saved search term. What should I do?
A: If your report appears empty, try reapplying your saved search term within a column filter. Click the filter icon next to a column, enter your search term, and click the filter button to refine your results.
Q: I used to be able to search for terms in my private notes using the search bar. What changed?
A: To improve the accuracy of your reports, the search bar no longer includes private note search terms. Instead, you can search for private note terms directly in the notes column of your report.
Q: What happens if I use both the search bar and a column filter to search for different terms?
A: If both search terms are found within a job, your report will filter results based on your selected criteria.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.