04-06-2023 10:15 AM
Looking to create a report that outlines all created services. The report would outline the frequency of service use by technician over a given period. The report should not be limited to services designated as recurring service. This would be a great tool to delete/remove unused (or rarely used) services, lower material and warehouse overhead costs by designated materials on unused (or rarely used) to non-stocking (special order) materials, etc.
Any help or direction is greatly appreciated.
04-11-2023 05:44 AM
Hi @CARDINAL,
I believe the best is to run a custom report by navigating to Reports > Create Report > Technicians> Invoice Items by Technicians and select all columns you need (make sure to checkmark Item names, Created Date). Attaching a screenshot as well. Hope this is helpful.