Activating the Advanced Reporting Pack Add-on provides the following additional reporting functionality in the Reports tab of your Online Dashboard:
1. Job List: a .CSV file export of your job history.
2. Client List: a .CSV file export of all your clients.
3. Custom Reports: custom on-screen reporting on Jobs and Job Revenue.
The Reports tab of the Online Dashboard is only accessible to users with a Business Owner security role.
Here's how you can activate the Advanced Reporting Pack:
Go to Settings
Click ServiceM8 Add-ons
From the ServiceM8 Add-ons page, search the Advanced Reporting Pack add-on
Click the switch button to activate Advanced Reporting Pack add-on
Once activated, you can export Client and Job reports:
You can also generate Custom reports:
You can generate custom reports on Jobs or Job Revenue, filtered by:
- Job Status
- Job Category
- Job Badge
- Staff Member
How to export Bulk Materials List
By default, you can also export a list of your Items/Materials in ServiceM8. Go to Settings > Materials and click the ‘Export Items’ button.
Click the Material/Service Items Excel File to download.
