How do I generate Reports?

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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

The left side menu contains a list of available reports.

Jobs Backlog

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

Jobs By Category

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

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 Win/Lose Rate

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

Material Usage

The Material Usage report shows the materials that each staff member has used, on what job categories, over a given date range.

Top Clients

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

Revenue By Category

The Revenue By Category report shows 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.

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.

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

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. 

See How to use the Weekly Timesheet report.

Weekly Timesheet Graph

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

Custom Report

The Custom report generates on-screen custom reports for Jobs and Job Revenue. These can be filtered by:

  • Job Status
  • Job Category
  • Job Badge
  • Staff Member

The Custom and Export reports are only available with the free Advanced Reporting Pack add-on.

If you cannot see these reports on the side menu you will need to activity the add-on. For instructions on how to activate the add on see What is the Advanced Reporting Pack add-on.

Client List Export

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

Client List Export is a feature of the Advanced Reporting Pack add-on. For instructions on how to activate this free add-on see What is the advanced reporting pack add-on.

Job List Export

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

Job List Export is a feature of the Advanced Reporting Pack add-on. For instructions on how to activate this free add-on see What is the advanced reporting pack add-on.

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 Export is a feature of the Advanced Reporting Pack add-on and Recurring Jobs + Reminders add-on. For instructions on how to activate these free add-ons see What is the advanced reporting pack add-on and Recurring jobs and reminders overview.

 

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