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System Reports
Reports are another way of getting information about the current state of your business. Reports require a level of technical ability to create a new report however once created can be used over and over.
The good news is the system comes predefined with a bunch of reports that should be able to get you started. If you have an idea for a new report create a feature request and let us know and we will try to build it.
Information on creating a new report is available upon request if you are interested in more information you can reach out to us, the product we use for reporting is called Jasper Reports.
Each report has a category that the report belongs to.
Report Summary
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Report Category
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Report Name
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Description
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Appointments
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Appointment Status Report
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Give a breakdown of every appointment within the specified date range.
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Appointments
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Appointment Setter Booking Report
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Jobs
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Install Date Report
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Jobs
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Job Detail Report
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Jobs
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Job Payment Balance Report
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Jobs
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Permit Status Report |
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Jobs
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Service Detail Report
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Jobs
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What was sold Report
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Leads
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Campaign Report
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Leads
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Follwup Report
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QB Export
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QB Customer Export Report
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Leads
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Lead Source Report
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Job
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Job Detail Report
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Show all open invoices with their job information that are
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Sales
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Sales Breakdown Report
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Sales
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Sales Performance Report
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For a given date range show all counts of leads, appointments, sales with their close percentages and the commisions per sales rep.
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