With our new schedule and share functionality in reporting, digging into your data with scheduled reminders and informing others of progress is easier than ever. In reporting you will now be able to schedule your reports to automatically send to your email and/or another peer in your organization when they are truly needed, getting you access to your numbers without having to log into Housecall Pro, or recreate/update reports. Upon the scheduled or sent date, a PDF version of the report will be available, with a quick link to jump back into HCP to see the data first-hand.
Accessing the Share and Schedule Menu
First hover over to your reporting tab in the main navigation menu on your Housecall Pro home page. Click into any report through your report menu, or by clicking into a report on any dashboard.
From your report, click into the blue 'SHARE AND SCHEDULE' option to open up the menu.
Note: before a report can be scheduled or shared it must be saved. To save the report, click on the blue 'SAVE' button at the top right of the screen and follow the prompt.
Schedule and Share Report
If your reports look back at dynamic date ranges like this month or last week, you now have the option to get an alert and a copy of the report as soon as the data is complete for that given range. Scheduling reports allows you to set your own schedule on running reports, and Housecall Pro will automatically send a replication of the report at the designated time. Just like with sharing reports, you will get an email notification with a hyperlink to jump back into Housecall Pro to check your newly generated report.
You will be able to schedule their reports to recur daily, weekly, monthly or a one time send. If dynamic date ranges are being used, the report will adjust to at the time of send. I.e. if we look at month to date, the report will run from the beginning of the current month through the day the report is scheduled.
To schedule a report in Housecall Pro, follow these steps:
Navigate to the Reporting tab: Select the reporting tab, located at the top of your HCP in your navigation bar.
Select a Report: Choose the specific report you want to schedule. Housecall Pro offers various reports related to jobs, finances, customers, etc. Click on the report title to open it.
Schedule or Share the Report: Look for the blue "SHARE AND SCHEDULE" drop down in the top right corner of your screen activate the drop down. The drop down will allow you to either "Share" or "Schedule" the report. Select "Schedule"
Set Recipients and Frequency:
Enter the names of recipients who should receive the report by selecting share in the dropdown menu.
Select the blue 'SHARE' button at the bottom right to save changes.
Specify how often you want the report to be sent out by selecting schedule in the dropdown menu. (e.g., daily, weekly, monthly).
Select the blue 'SCHEDULE' button at the bottom right to save changes.
Save and Confirm: After entering all necessary details (employee names, frequency, etc.), save your settings. Review the information to ensure everything is correct.
By following these steps, you can effectively schedule reports in Housecall Pro, ensuring that you and your team receive important business insights automatically and on a regular basis.
You will be able to send any report that has been generated to employees that have report access. This will add the report to their account followed by a message with a static version of the report to the email listed in Housecall Pro. The employee will be able to view a replicated PDF version of the report right from their email. They will also be able to jump over to Housecall Pro to see the report in realtime.
All scheduled and shared reports will appear in your Custom report menu.