When you are looking to analyze the services you have provided for a given date range, you will pull the Services Report.
To find this report toggle to the Reports Page > Activity Reports > Select “Services Report”
After you have selected the report, it will ask you to select which services you’d like to include, a date range by Creation Date, Service Date or Removal Date and then the report will run. Once the report results appear on the screen you will have the option to filter by numerous parameters if you'd like and you’ll also have the option to download it to Excel.
This report can be extremely helpful to understand the total amount orders that you have done during a given period, by a specific customer, at a specific service address, etc. or just simply analyze all of your services.
Last Updated At: 2/2/2025