> ## Documentation Index > Fetch the complete documentation index at: https://support.servicem8.com/llms.txt > Use this file to discover all available pages before exploring further. # How do I generate Reports? > Find out how to generate Reports in ServiceM8. This article covers 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. ## Go to the Reports tab in the Online Dashboard The left side menu contains a list of available reports: [Reports tab in the online dashboard](/images/002-808-586-Screen_Shot_2019-09-19_at_4.47.04_pm.png) List of available reports in side menu ## Job Backlog The **Job** **Backlog** report shows Active, New and Completed jobs by week: * **Active Jobs/Backlog:** the total number of jobs with a job status of either Quote or Work Order in your account, including New Jobs. * **New Jobs:** the total number of new jobs created in the past week. * **Completed Jobs:** the total number of jobs updated to a Completed job status in the past week. [Job Backlog report chart](/images/002-488-317-1c319854-9ed4-41b7-aba4-a46f3a5883d8.png) ## Completed Jobs By Category The **Completed Jobs By Category** report shows the number of jobs updated to a Completed job status by month, segmented by their set Job Category. [Completed Jobs By Category report chart](/images/002-488-301-eb0d3f7c-6e24-469a-9499-22d2da75ddfd.png) ## Jobs By Month The **Jobs** **By Month** report shows the total number of new jobs created by month. Jobs By Month report chart If your account is over 12 months old, this report will display as Year-on-Year: [Jobs By Month year-on-year comparison](/images/002-808-751-Screen_Shot_2019-09-19_at_6.00.57_pm.png) ## Jobs By Status The **Jobs** **By Status** report shows the total number of jobs which were Completed, Unsuccessful, or still In Progress by month, based on the date the job was created: * **Completed:** the number of jobs created then updated to a Completed job status in the calendar month. * **Unsuccessful:** the number of jobs created then updated to an Unsuccessful job status in the calendar month. * **In Progress:** the number of jobs created and still have a job status of either Quote or Work Order in the calendar month. [Jobs By Status report chart](/images/002-808-742-Screen_Shot_2019-09-19_at_5.59.26_pm.png) ## Jobs Win/Lose Rate The **Jobs** **Win/Lose Rate** report shows the number of Completed vs. Unsuccessful jobs based on the month the job was created: * **Jobs Successful:** the number of jobs created in that month which have been updated to a Completed job status. * **Jobs Lost:** the number of jobs created in that month which have been updated to an Unsuccessful job status. The number of Successful & Lost jobs reported for a given month is based on the relevant jobs being created within that calendar month — it does not need to be created and finalised in the same calendar month e.g. a job created in September, then updated as Completed in October, will still contribute to September's number of successful jobs. [Jobs Win/Lose Rate report chart](/images/002-488-325-5b44c679-de7b-4e75-b5ff-f1ee01625f53.png) ## Material Usage The **Materials Usage Report** shows the most-used Materials & Services across your jobs over a specified date range, and can be additionally segmented by individual staff members and Job Categories. This report can also be exported in .CSV format. [Material Usage report](/images/002-488-311-7f919a5c-89a8-43df-a1bf-60275bc6a156.png) ## Top Clients The **Top Clients Report** graphs your Top 10 Clients by revenue in the year to date, based on Completed jobs. [Top Clients report chart](/images/002-488-315-b5450eae-6d1b-492c-9ec3-acd864ca7aba.png) ## Revenue By Category The **Revenue** **By Category** report shows revenue from Completed jobs, segmented by Job Category, by month. It will only report on jobs which have been 'Approved' in the Invoicing workflow, based on the calendar month in which they were Completed. [Revenue By Category report chart](/images/002-488-313-cee25caf-fce0-4883-9d16-fcd53214b4a5.png) ## Revenue By Month The **Revenue** **By Month** report displays the total sales/invoiced value of all Completed jobs which have been 'Approved' in the Invoicing workflow (including tax), based on the calendar month in which they were Completed. [Revenue By Month report chart](/images/002-488-297-fd47d996-b42e-4786-b826-0dd5286bcd88.png) If your account is over 12 months old, this report will display as Year-on-Year: [Revenue By Month year-on-year comparison](/images/002-808-754-Screen_Shot_2019-09-19_at_6.01.18_pm.png) ## Feedback By Month The **Feedback By Month** report shows your average feedback star rating out of 5, by calendar month, for jobs which have received feedback using the ServiceM8 Customer Feedback Add-on. [Feedback By Month report chart](/images/003-853-812-26de8af0-fb6b-4dce-9711-a95c5c388bb9.png) ## Recent Feedback The **Recent Feedback** report shows your most recent feedback received from customers using the ServiceM8 Customer Feedback Add-on. [Recent Feedback report](/images/003-853-814-d2ea2e15-4c3f-4f3e-85a5-b4994e506f7f.png) ## Online Bookings By Service The **Online Bookings By Service** report allows you to see total page views, enquiries/bookings received, conversion rate and total revenue by Service type. [Online Bookings By Service report](/images/003-853-816-98f80dc5-f711-4879-bdce-797cc4053eff.png) ## Online Bookings By Source The **Online Bookings By Source** report allows you to see total page views, enquiries/bookings received, conversion rate and total revenue by Source. [Online Bookings By Source report](/images/003-862-835-Online-booking-source-report.png) See [How to track the source of your Online Bookings](/help-center/servicem8-add-ons/services-online-booking/how-to-track-the-source-of-your-online-bookings) for instructions on how to add tracking to your online booking pages to inform this report. ## 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, and Check In & Out times. It can also report on "Scheduled Bookings" i.e. all jobs scheduled to the relevant staff member, including the scheduled Start Time, Stop Time, and Customer, during the set reporting period. [Activity Timesheet report](/images/002-488-303-63d7c6be-f950-4299-9e44-bea955f55045.png) ## 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.](/help-center/servicem8-add-ons/reports/how-to-use-the-weekly-timesheet-report) [Weekly Timesheet report](/images/002-488-299-30575c83-e9f6-4a58-8f2c-da4020391e46.png) ## Weekly Timesheet Graph The **Weekly Timesheet Graph** displays a breakdown of hours of work booked to a selected staff member in a specified week, segmented by Client. This can be displayed according to: * Mobile Check In/ Check Out information (i.e. actual recorded Check In events); or * Scheduled Bookings (i.e. the duration scheduled) [Weekly Timesheet Graph report](/images/002-808-724-Screen_Shot_2019-09-19_at_5.38.56_pm.png) ## 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 **Advanced Reporting Pack Add-on**. If you cannot see these reports on the side menu you will need to enable the Advanced Reporting Pack Add-on in Settings > ServiceM8 Add-ons — [learn more here](/help-center/servicem8-add-ons/reports/what-is-the-advanced-reporting-pack-add-on). Custom Report view with filters ## Client List Export The **Client List** exports saved client details in .CSV format. Client List Export is a feature of the Advanced Reporting Pack add-on. For instructions on how to activate this add-on see [What is the advanced reporting pack add-on](/help-center/servicem8-add-ons/reports/what-is-the-advanced-reporting-pack-add-on). Client List Export report ## 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 — [learn how here](/help-center/servicem8-add-ons/reports/what-is-the-advanced-reporting-pack-add-on). [Job List Export report](/images/002-488-321-fb549c03-970d-4029-af69-27a920a6ec54.png) ## Recurring Job List Export The **Recurring Job List** exports current recurring jobs in .CSV format. 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 add-ons see: * [What is the Advanced Reporting Pack Add-on?](/help-center/servicem8-add-ons/reports/what-is-the-advanced-reporting-pack-add-on) * [Recurring Jobs and Reminders Overview](/help-center/servicem8-add-ons/recurring-jobs-reminders/recurring-jobs-reminders-add-on-overview). ## Related FAQs * [Is there a way to tell the start and end of shift Breaks recorded through the app?](/questions/mobile/way-tell-start-end-shift-breaks-recorded-through-app)