Franchisors or Housecall Pro Admins with child locations have access to data across all of their franchisees (child locations) on the reporting tab. All estimates and jobs reports reflect aggregated metrics across locations, allow for filtering by location, and show the location name in the drill down tables.

Select the reporting tab, located at the top of your HCP in your navigation bar.

Open any jobs or estimates report located on the right sidebar within the reporting tab.

The report metrics are now updated to consider data across all your child organizations. Any metrics that you view in a jobs or estimates report will show these aggregate metrics until you apply a filter to update the data.

If you'd like to see data for a subset of your locations, you can apply a location based filter.

Apply filters by clicking on the blue 'MANAGE FILTERS' button located at the bottom left of the report graph. Use the Location(s) drop down at the top of the pop up menu on the right to select the location(s) you want to consider in the report. Your report will update to show data only for the selected locations.

Any jobs or estimates report can be grouped by location name to see metrics summarized by location.

To group a report by location name, click on the blue 'EDIT COLUMNS' button located at the bottom right of the report graph and select Location name in the group by drop down menu:

You can click on any row in a jobs or estimates report to drill down into the details. Once on the drill down page, you can view the Location name associated with each job or estimate by adding Location name as a column in the drill down table.

To add location name as a column in the drill down table, click on the blue 'EDIT COLUMNS' button located at the bottom right of the report graph and select Location name as a column.

To export the list of jobs or estimates with location name, click on the blue 'EXPORT' option at the top right and the file will be emailed to you.