Scheduled reports haven't sent since Thursday
Anyone else notice this issue?
Anyone else notice this issue?
We need to see all activities scheduled for a technician. This includes non-job events. Please vote for COMMUNITY-I-3002 to see an option added to the Emergency Outage Dispatch Report that would allow non-job events to be included in this report.
Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically w...
Is there a report available that will allow me to export the information from the CSR Scorecard?
I'm working on a video about reporting, and I want to build out an example custom report as part of it. If you have an idea for a custom report you'd like to see built, put it in the comments! The more detail you can give me about what the report's p...
Found a weird data set that makes no sense. We rely heavily on Zones as we serve a very large area. Technicians cross over regularly. Reporting is centralized to three markets and so I appreciate the ability in a technician profile to differentiate a...
Hi everyone - We are having inside sales do lead setting on replacement opportunities where the technician did not turn it over (set the lead). I want to see how those jobs perform compared to our marketing leads or technician turnovers .My idea is t...
Is there a way to combine campaigns by category? For example, is there a way to add all of our magazine campaigns under the "Printing Advertising" category? If not, does anyone have recommendations to organize (clean up) our campaigns without getting...
I absolutely love the Budget vs Actual widget under the financials section of the Project page. I've spent a good deal of time getting our labels just right where it gives a simple but detailed breakdown of our job costing report. The downside, howev...
I would love to see a visualization in dashboards to view KPI's overtime, we are specifically trying to track Total Job Average per campaign overtime. I have tried to do it in excel but it is a lot of manual information that needs to be input. Any he...
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12-14-2022 07:43 AM | ||
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10-20-2022 07:34 AM |