Reports Center Overview
With the changes to our Reports section of Service Fusion comes a new option within the Reports tab called Reports Center. This new Reports Center will allow for more customizable reports regarding Jobs and Estimates, with a snapshot of Sales Revenue and Invoice data!
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At the top left of the Reports Center page is the Revenue Reports section which includes the Sales Revenue Report and the Estimates Report. Each of these sub-sections can be expanded to view... Saved reports! By popular request, reports can now be saved once they've been created by clicking the "Create New Report" button.
Once a report has been created, and if it is a report that may need to be run on a regular basis, it can be saved to this list by clicking the Save Report option!
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Just by taking a look at this dashboard alone, there are a few things that can be interacted with that can make navigating the Reports Center a bit easier. You'll notice there is a star symbol to the left of each saved report, with some filled in yellow and some just existing as an outline. You can now indicate favorite reports! When a report is selected as a favorite report, it will be listed in the "Favorites" section found to the right of the Reports Center for easy access! You can also unfavorite a report by clicking the yellow star icon in next to the report name in the saved reports section, or the Favorites section.
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You can also Favorite or Unfavorite a report from the report itself!
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You can have as may reports saved here as you need and the system will only show you the most recent ones created by default. If you need to access an older report that isn't selected as a Favorite, you'll just need to select to View More!
If a report has been saved that is no longer needed, only the user that created this report is capable of deleting it. This is indicated by the image of a trash can located in the Created By column. If the report was created by the user currently viewing the Reports Center, then the trash can icon will be present. If it is absent, it was created by another user and cannot be deleted by the current viewer.
Creating a Report
Whenever you're ready to create a report, you'll start by clicking the "Create New Report" option outlined in the previous section! The resulting dialogue box may be familiar if you've utilized our Invoice Report or Customer List report from our Reports Dashboard.
The first step is to select a date range. The calendar popup is going to be a bit different from the other calendar views you've seen within Service Fusion. With this updated calendar view, you can select a pre-determined time frame from the column on the left, or use the dated calendar to select a custom date range!
With this calendar selection, in order to select a time frame you'll navigate to the date you prefer using the directional arrows to the left and right of the month and year (singular arrow move you forward or back one month at a time while the double arrows move you forward or back a year from the current month shown). Once you're in the proper month, your first date selection will be your starting date while your second selection will be your end date. The time between will be indicated by a blue highlight.
Once your date range has been selected, you'll then need to select the columns you'd like to include in your report! This is where the true customization comes in to play as we allow for you to select any Job or Estimate related field (Depending which report you decided to run) you need to see in a report. This section is split in to two columns, Available Options and Selected Options. The Available Options column is populated with column headers you can select to include in your report while the Selected Options column is populated by column headers you have chosen to be included.
If you'd like to include all column headers available, you'll click the double arrow button in the center of the two columns. If you'd like to select specific column headers, you'll click the singular arrow that will become available once selections have been made.
The last options in this dialogue are entirely optional and are not required in order to create a report. If you're looking to report on a specific Job Number or Customer, you can indicate that information in the associated fields. You'll need to make sure you know the job number and that the customer name you type in matches what is in your system exactly. If there is a specific way you'd like to group your report (By Customer, Service Tech, Referral Sources, Products/Services, or Products/Services by Service Tech) then you can indicate that in the Group By field by selecting one of the available options!
Once you've finished selecting your options, click the green Generate Report button to see your report!
Interacting With Your Report
Now that you're viewing the populated report, there are quite a few options here to interact with your report! Unlike reports run through our Reports Dashboard, these reports enable you to make changes directly from your report instead of having to create them from scratch. You can choose to change just the date range that the report is run for by selecting the Change Date option within the Date Range field.
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You also have the ability to completely change your report while viewing it by selecting the Customize option. This will open the same dialogue box used to create your report to allow you to make any changes to the selections chosen when the report was created. The report will then refresh to reflect the changes you've selected here. For example, if you needed to add a column header or remove a column header from your report, you can do so without completely creating the report from scratch!
The next option directly to the right of the Customize button is the option to export the report to Excel. This will enable you to print your report if necessary or utilize any functions available in Excel to gather more information that isn't available directly within the report here.
The final option in this small row of buttons is to Save your Report! This is the function that will save this specific report to your Reports Center for easy access in the future.
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Looking at the report itself, you can also interact with the columns themselves. If you need to sort the report by a specific column that wasn't part of the "Group By" options when creating the report, you can do so by clicking the column headers to sort the report in ascending or descending order by that column.
When creating or editing a report, you may have noticed that there are sections when selecting your column headers.
These headers will translate in to the report as well. Click the green "+" circle to the left of each row to expand the information available for this row. Each of these column headers represents a sub-section within this expanded view that can be clicked on to expand.