In Housecall Pro, you have the ability to look at your jobs, revenue, performance and more over any date range. This means you can look at last quarter’s revenue, how many upsells your technicians made this month, or even how many jobs were performed last year. Understanding how dates are assigned and how to update your report parameters makes finding the data you want easy.
Understanding Date Range
Whether you are looking at a default or saved report, or any reporting dashboard, you will be able to adjust a date range to focus your data.
Check the top right corner of your report to see the current date range being reported on. Use the drop down to select a pre-set date range, or set your own using the custom range option.
Note: Date ranges are all dynamic and will update based on your current week, month or year (ex. Year to date will always January 1st of this year through today)
Date Ranges:
Today - Any data that is marked with today’s date (ex. Revenue for today’s jobs)
Week to date - This looks at all data from the most recent Monday through today
YTD - only looks at data from Jan 1 to today
MTD - only looks at data from first of this month to today
QTD - Quarters are defined Jan - Mar, Apr - Jun, July - Sep, Oct - Dec
Last week - the most current full week (Monday - Sunday)
Last month - the most current full month (1st - last day of last month)
Setting custom ranges:
By choosing custom range you can set whichever date range you want. You can look at the last several days, forecast using anything already scheduled in the future using next ___ days, or just set to and from range using the calendar.
Action Date
Right beside the date range in most reports, is a drop down for action date. In Housecall Pro, some data will have a different date depending on the action you are referring to. When was the job scheduled for? When was the estimate created? When was the service ultimately completed?
Every job or estimate has three dates attached to it - when it was created, which date it appears on the schedule, and when the job was completed.
Action date allows you to define how you want to see your data.
When set to Created you report will consider jobs created during the date range
When set to Scheduled you report will consider jobs scheduled during the date range
When set to Completed you report will consider jobs created during the date range
Jobs will not show in your report if the action did not happen during the range you selected
Action Date Example
I create a job today. My report will use the date of today if I set my action date to Created
I schedule the job for next Tuesday. If I run a report with the date range today and set my action date to Scheduled it will not show. I will need to update my date range to include Tuesday for the job to appear on the report. The report will use Tuesday as its date.
If I run a report with completed it won’t show in the report regardless of the date range because the job has no completed date (Completed date = empty).
I want to see the revenue attached to jobs on the schedule for next week.
I go to the reporting tab and open the jobs tab.
I open the weekly report as I want to see data by week
I change the date range to see the next week
My report is empty! So what’s wrong?
I need to update my action date from Completed to Scheduled since I want to see the jobs scheduled for next week