With Housecall Pro's suite of reports and sophisticated reporting engine, it's easier than ever to get your business's yearly metrics. In this guide we will show how to get your average job size, total job revenue and job count metrics for the year, however, you can use the same process to retrieve any metric stored in Housecall Pro.

Access your reporting dashboard

To access your reports, the easiest place to start is your reporting dashboard. This dashboard will give you at-a-glance metrics at any point during year. Check it out weekly to see how your business is doing!

If you're already in reporting, you can click on the dashboard tab to return back to your reporting dashboard.

Access your completed job revenue report

The easiest way to pull up your completed job revenue report is to click right into the report display on the dashboard.

Note: You can find the same report by navigating to your Jobs reports and then selecting your revenue earned report.

Once you jump into your report, you may already see that the report has defaulted to year-to-date, and displays your job revenue total. However, if you need to adjust your report, the three things we'll focus on are adjusting the date range, adding metrics, and making sure we only select our completed jobs.

Updating Date Ranges

In both the Reporting Dashboard and each of your individual reports, you are able to adjust the reporting date range by selecting the drop down in the top left corner of the report. Use the drop down to select year-to-date, or to add in a custom range with specified dates.

Note: Your Year in Review email shows data through December 15th, which can be run using a custom range.

Updating Reporting Metrics

In order to add more metrics to your report, use the edit columns button at the bottom of your report's graph.

Your year in review looks at average job size, job count and job revenue. By selecting these columns, you will be able to see your yearly totals in the table below the graph.

Next we'll want to make sure that only our completed jobs are selected. By default, your report will already display only your completed jobs. However, if you changed your metrics at one point, you can easily update back to the default by selecting the manage filters button.

To verify you are only selecting completed jobs, you will see a small bubble displaying Job status is completed below your Manage Filters button.

Once you save your date range, columns and reporting metrics, your report will refresh and your yearly metrics will display.

In order to compare to last year's numbers, run the same report using a custom range from 1/1/21 through 12/31/21.

How do your numbers compare to last year? And what are your goals for 2023?

Check in to reporting weekly to see how you're progressing!

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