How do I generate Reports?

Follow

This lesson will show you the reports that can be generated in the ServiceM8 Online Dashboard. By default, only the Business Owner security role can view and access the Reports tab.

In the Dashboard, click Reports

In the Dashboard, click Reports

Welcome to the Reports page

Welcome to Reports page

Jobs Backlog

The Jobs Backlog report shows the accumulated active and unscheduled jobs.

Jobs By Month

The Jobs By Month report shows the total completed, in progress and unsuccessful jobs based on the date the job was created.

Jobs By Category

The Jobs By Category report shows the jobs by category based on the date the job was created.

Jobs Win/Lose Rate

The Jobs Win/Lose Rate report shows the total number of successful jobs and lost based on the date the job was created.

Revenue By Month

The Revenue By Month report displays revenue from Completed jobs which have been 'Approved' in the Invoicing workflow, based on the month in which they were Approved.

Revenue By Category

The Revenue By Category report displays revenue from Completed jobs, by Job Category. It will only report on jobs which have been 'Approved' in the Invoicing workflow, based on the month in which they were Approved.

Activity Timesheet

The Activity Timesheet report shows various job activity for a selected staff member, including Clock On & Off times managed through the 'My Shift' options in the Activity tab of the ServiceM8 app, Check In & Out times, or scheduled jobs. 

Weekly Timesheet Graph

The Weekly Timesheet Graph displays a breakdown of hours of work booked to a selected staff member in a specified week.

Weekly Timesheet

The Weekly Timesheet report shows the total hours a selected staff member was on shift in a specified week, based on Clock On & Clock Off times, as well as recorded Break times, recorded by staff through the 'My Shift' options of the Activity tab in the ServiceM8 app. 

Top Clients

The Top Clients report displays the highest revenue clients to date in the current calendar year, based on Completed jobs.

Client List Export

 The Client List exports saved client details in .CSV format, which can be opened using Microsoft Excel.

Job List Export

The Job List exports all job details in .CSV format, which can be opened using Microsoft Excel.

Recurring Job List Export

The Recurring Job List exports current recurring jobs in .CSV format, which can be opened using Microsoft Excel.

Recurring Job List shows the current recurring jobs in CVS format and it can be opened using Excel.
Have more questions? Submit a request