Using Filters in Reporting
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.
What are report filters
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 manage filters 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.
If your filter has completed jobs selected, that means any future, scheduled jobs or jobs that are currently in progress will not make it to your report. We filter out any data that doesn’t meet our criteria.
I want to see if any of my completed jobs last week are unpaid
First I set my date range to last week
Then I make sure my action date is set to completed since I am checking on completed jobs only
I use the due amount filter to see if any jobs have a due amount greater than $1
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.