How do I generate Reports?

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This lesson will show you the reports that can be generated in ServiceM8 and its purpose. By default only business owner role can view or access the Reports tab.

In the Dashboard, click Reports

In the Dashboard, click Reports

Welcome to Reports page

Welcome to Reports page
  • Jobs Backlog - This shows the accumulated active and unscheduled jobs.
  • Jobs By Month - This shows the total completed, in progress and unsuccessful jobs based on the date the job was created.
  • Jobs By Category - This shows the jobs by category based on the date the job was created.
  • Job Win/Lose Rate - This shows the total number of successful jobs and lost based on the date the job was created.
  • Revenue By Month - The month they are placed in is based on their approval date. (jobs not yet approved will not show up in reports at all.)
  • Revenue By Category - The month they are placed in is based on their approval date. (jobs not yet approved will not show up in reports at all.)
  • Activity Timesheet - This timesheet is based on when staff members use the Clock on, Clock off, and On/off Lunch functions from the app.
  • Top Clients - This shows the total revenue per client within the year.
  • Weekly Timesheet Graph - This shows number of hours spent for a job.
  • Weekly Timesheet - This shows the employee's total worked hours for a week.

Click Job Backlog

Click Job Backlog

The Job Backlog Report

The Job Backlog Report

Click Jobs By Month

Click Jobs By Month

The Jobs By Month Report

The Jobs By Month Report

Click Jobs By Category

Click Jobs By Category

The Completed Jobs By Category Report

The Completed Jobs By Category Report

Click Jobs Win / Lose Rate

Click Jobs Win / Lose Rate

The Jobs Win / Lose Rate Report

The Jobs Win / Lose Rate Report

Click Revenue By Month

Click Revenue By Month

The Revenue By Month Report

The Revenue By Month Report

Click Revenue By Category

Click Revenue By Category

The Revenue By Category Report

The Revenue By Category Report

Click Activity Timesheet

Click Activity Timesheet

The Activity Timesheet Report

The Activity Timesheet Report

Click Top Clients

Click Top Clients

The Top 10 Clients Report

The Top 10 Clients Report

Click Weekly Timesheet Graph

Click Weekly Timesheet Graph

The Weekly Timesheet Graph

The Weekly Timesheet Graph

Click Weekly Timesheet

Click Weekly Timesheet

The Weekly Timesheet Report

The Weekly Timesheet Report
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