Help Jobs Reports

Report: Customer by Service Items

Upon opening the report, you’ll have the following filter options:

  • Service Name – Filter results by the name of service provided
  • Start Date/End Date – Designate a date range to generate results from

Once finished setting your desired parameters, select Run Report to continue.

Now that your report has generated, here’s a sample of what the results should return:

  • Account – The account number associated with the customer
  • Customer – The name of the customer on the account
  • Phone – Phone number associated with the customer account
  • Service Name – Displays the name of the scheduled service
  • Qty (Quantity) – Displays the number of services requested
  • UOM (Unit of Measurement) – Displays the unit of measurement for each service
  • Cost – Shows the cost of the item for your company
  • Amount – Displays the total price of the service
  • Profit – Displays the amount of profit made from the service
  • Customer Since – Displays the time and date that the customer first requested services through your company.

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