Reports serves as the repository for FieldSync data, offering comprehensive accounts of information like billed amounts or completed jobs, thereby furnishing valuable insights into past actions and operations. This archived history is readily accessible for analysis when required, rendering reports an indispensable tool for tracking and monitoring objectives.
Reports are accessed via the left-hand menu.
The Overview section furnishes summaries on Weekly Jobs Value, Hourly Revenue, Daily Drive Time, and Average Revenue Per Job.
Generating a report begins in the left-hand column: Create a Report.
Two options exist: Ad Hoc Report and Pre-Defined Report.
The Ad Hoc Report feature enables Account Administrators and Coordinators to generate a custom-formatted report tailored to their specific requirements by selecting the desired fields.
After Ad Hoc Report has been chosen, a dropdown called ‘Select a Field Type’ will appear. Within the dropdown choose between Job or Customer. Once a choice is made, checkboxes will appear.
Use the checkboxes to indicate the desired fields, the press ‘Generate Report’.
Ad Hoc reports require a unique title in order to save them. Use the ‘Enter Report Name’ field in the upper left corner to do so.
The report can be saved in the lower right-hand corner.
Pre-Defined Reports are the second option. When selected a dropdown menu will appear. Select the desired report and press ‘Generate Report’.
After the report has been generated, the date range for the data can be adjusted.
The report can be saved in the lower right-hand corner.
Saved reports are listed below Overview, allowing for quick access. And to print, export or delete as needed.
Saved reports can also be deleted as needed.