For quantitative data, our reporting suite allows you to view the most important metrics that run your business. Whether you need to see incoming revenue or your techs' reviews, we have a report to help. You can find up to 40 separate out-of-the-box reports you can use instantly. Start by figuring out which data set you want to look through (customers, estimates, jobs, etc) and then determine which metric is most important in the report (revenue, average ticket size, conversion), or the best way to view your data (by date, lead source, etc).

Open up your 'Reporting' tab located at the top of your navigation bar.

From here, start by figuring out which data set you want to look through (estimates, jobs, etc). These options will be located on the left side under 'REPORTS'.

You can determine which metric is most important in the report (revenue, average ticket size, conversion), or the best way to view your data (by date, lead source, etc). All of these options will be located to the right under 'Jobs'

Each of our reports allows you to update date ranges, date type, table columns, and graph type while filtering out the information that's not relevant. Once you have the report you want, you can save and go back using your Custom folder.

The first step in analysis is making sure we are looking at the right data when we pull up a report. If I want to know which jobs made less than $100 last week, I probably do not want to look at 3 years’ worth of jobs. Changing our report parameters and filters makes data more digestible, and analysis more efficient.

Filters can also help us hone in on a specific job characteristic. If we want to see how much we made on water heater replacements I can filter by job type to weed out jobs I don’t want to see. If I want to see how many incomplete jobs are in the system, I could change the filter to avoid completed jobs.. I could take it a step further to see which of those jobs are assigned to me by also filtering which employee I’m looking at.

Filters in reporting answer the question what data do I want to look at? Each filter acts like a removal service, taking out any jobs or estimates that don’t fit the criteria we set.

Start by navigating to any report, and selecting the blue 'FILTER' button. This will open up your filter menu. Each time you apply any of the filters, you are eliminating a subset of your data from your report.

You can also customize the metrics that are included in the report's table. To add or remove metrics from a report, click on the 'EDIT COLUMNS' button under the report graph. From there, select or un-select the metrics that you wish to show in your table. Click the blue 'SAVE REPORT' option in the top right to apply the changes to your report.

You can also change how the data is grouped in the table. You are able to group data by date (day, week, month, quarter), employee, business unit, job type, job tag or lead source. To change how data is grouped, click on the 'EDIT COLUMNS' button under the report graph. From there, use the 'Group by' dropdown menu to select an attribute. Click the blue 'SAVE REPORT' option in the top right to apply the changes to your report.

To view any individual job corresponding to a row in the table, click on that row. To view all jobs that meet your report filters, click on the total row in the table.

If you've customized your report, you can save your changes and return to the same report later. Once you've filtered, sorted, or changed metrics on the table or display, you can save this version to your reporting tab. After a report is saved, it will be added to your reporting tab on the "Custom" page.

To save the report, click on the blue 'SAVE REPORT' button at the top right of the screen. Name the report and then select the blue 'SAVE' option to officially save the customer report.

Fore more information on updating your report table, check out our help article here:

We also have a dictionary of each metric and what they measure here.