Gain deeper insights into your business performance with the advanced reporting tools available to MAX Pros. From tracking key metrics to visualizing data trends, advanced reporting equips you with the knowledge you need to make informed decisions and grow your business efficiently.

Advanced reporting can only be accessed by companies on our Max plans, and can only be seen by Admin or office staff pro's with the Access Reporting permission toggled on.

To access this feature, navigate to your Reporting tab by selecting the Reporting option at the top left of your HCP dashboard. This will take you to your HCP account reporting.

From there you should select the Jobs option under All Reports on the navigation bar on the left side of your screen. This will take you to the job-specific reports for your account.

Next, you should click on the Advanced Reporting button at the top right of the page. this will redirect you to a new tab where the advanced reporting feature will be opened.

The key difference between Advanced Reporting and the Dashboard lies in how the reports are generated. While the Dashboard reports are based on the job’s scheduled date, Advanced Reporting focuses on the payment date. This difference often results in varying numbers depending on which report you're viewing.

With Advanced Reporting, you can set a time range and toggle between payment date and completion date for a more precise analysis. You'll then see key metrics such as job tiles, segment tiles, revenue tiles, and average job ticket data. Below these, you'll find a data table, where you can filter results by year or by month for a more detailed breakdown.

To the right, a line graph displays trends based on daily, weekly, or monthly data, providing a clear visual representation of your business performance. Below the graph, you'll see the Top 20 Field Techs and Customers, ranked by revenue rather than quantity.

To further refine your insights, you'll find a list of tags to the right, while at the bottom, you'll access a Zip Code Heat Map, helping you visualize business activity geographically.

A popular feature in Advanced Reporting is the Heat Map, which provides a visual representation of your business activity by zip code. The map outlines zip code boundaries, displays the zip codes themselves, and marks pins where work has been completed. The color gradient from red to blue indicates the amount of revenue generated, with red representing higher revenue and blue representing lower.

Use this data to make informed decisions about where to focus your efforts. Identify the zip codes you want to target, then navigate to the customer list and search for those specific zip codes. From there, bulk tag customers in those areas and use these tags to create a targeted postcard campaign.

To target specific zip codes for your postcard campaign, start by logging into your account and navigating to the “Customers” tab from the main dashboard. Use the search bar or filters to locate customers based on the zip code you want to target. Once you have the list, select all relevant customers by checking the box at the top of the list or using the “Select all” option if available. Click on the “Actions” dropdown menu and choose “Bulk Tag”, then enter a descriptive tag name (e.g., “Targeted Zip Code Campaign”) and apply it.

Next, go to the "My Apps" icon in the top right of your screen and click on the "Postcards" icon. Under the "Recipients" section, enter the targeted zip code, click "Select all addresses," and proceed with your campaign.

For more details on setting up postcard campaigns, refer to this help article.

In this video series, we’ll delve into your customer reports, focusing on the Estimates Report and Jobs Report. You'll learn how to utilize these reports effectively and how to create and save custom reports to your dashboard. We’ll also share our favorite tips and tricks, including how to track parts ordered, clear report filters quickly, and more, to help you optimize your reporting and data analysis.

Custom reporting refers to reports that are available on your dashboard, primarily focusing on the Jobs Report and the Estimates Report. Functionally, these reports serve similar purposes but differ in their focus: the Jobs Report displays only jobs, while the Estimates Report shows only estimates in the system. Both reports are based on the job’s scheduled date, providing insights specific to their respective categories.

One of the most commonly requested reports is for tracking parts that have been ordered or still need to be ordered. In this video tutorial, we will walk you through creating and saving a custom report on your dashboard for this purpose.

To start, navigate to your dashboard by clicking the "Dash" tab in the main navigation bar at the top of your screen. Select the option to add a custom report, then click the blue plus (+) button and choose "Jobs" from the pop-up menu to generate a blank Jobs Report.

Customize your report by entering a descriptive title in the ‘Report Name’ field located in the upper left corner. To ensure the report covers all time, clear any existing date filters.

To filter by job tags, look for the “Table Columns” option at the top of the report, to the right of the date range. Ensure "Job Tag" is selected from this dropdown menu. Click the blue funnel icon under “Job Tags” on the report, select the appropriate tag by checking the box, and then click “Filter.” This will update the report to show all jobs with the selected tag.

Finally, click the green “Save” button at the top of the screen to save your customized report. Return to your dashboard, and if needed, click “See More” to locate your newly saved custom report, which should now appear on your dashboard.

After applying filters to your reports, manually resetting each filter can be time-consuming. In this quick video, we're sharing a favorite hack for clearing all filters in just three clicks!

First, navigate to your dashboard by clicking "Dash" in the navigation bar at the top of your account. Open either the Jobs or Estimates report. To reset the report to its default state, use the search bar located in the upper right corner of the report. Simply enter two spaces using the space bar. This action will clear all applied filters and restore the report to its original state.

We’re sharing additional tips and tricks for managing your custom reports based on common questions we receive.

For best practices, always remember to click the green "Save" button to ensure your work is saved. After saving, click "Dash" in your main navigation bar to find your report. This will ensure you’re viewing the most up-to-date information, rather than using the back button, which may not reflect recent updates.

Regarding visibility, your custom reports will be accessible to anyone with access to reporting or reporting permissions in your account.

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