Posts

Dismissed Call Report

We are very data driven. It's come to my attention that when I run a report of dismissed leads, it doesn't give me the reasons why I dismissed them. This really limits what I can do with that - how am I supposed to remarket to those people based on w...

Ventirght by New Contributor
  • 1068 Views
  • 0 replies
  • 1 kudos

Why are there not team metrics??????

Stupid Question?? Since the dispatch board is organized by teams set on the technician's profile, Why are there no team filters on the dashboards and reports?????Wouldn't that be an obvious and useful way to view your metrics? After all the group is ...

blutz by Contributor III
  • 2012 Views
  • 2 replies
  • 2 kudos

Filter by First Paid On in accounting reports

Is there a way to filter by First Paid On in accounting reports? Currently the closest thing I can find is to filter by Last Paid On. I use two reports for reporting sales tax and have them set to filter by Last Paid On, but we report our sales tax b...

bfiess by New Contributor II
  • 2744 Views
  • 6 replies
  • 1 kudos

Reviews Reporting

Requesting a feature for allowing Review data from Marketing Pro to be in the Reports section. We do not want to give access to field managers to the Marketing Pro features. But they need reports on how technicians are performing on reviews. There is...

erik_hin by New Contributor II
  • 1467 Views
  • 2 replies
  • 8 kudos

Export Customer Data

Is there a customer export that provided first and last names separately, instead of just name? I know how to do text to columns but it's a nightmare with over 20k records.

spinkert by New Contributor
  • 1899 Views
  • 2 replies
  • 1 kudos

Resolved! Payment Method on File

I am told by support that there is no way to run a report and see all customers who have a saved payment method on file.Has anyone ever found a way to find those customers? We are going to be updating on payment terms and need to have new authorizati...

culligan by New Contributor II
  • 1608 Views
  • 1 replies
  • 0 kudos

Outbound Booking Report

How can I build a report to show outbound calls booked? The only thing I have come up with is to have the agents tag those jobs as OB booked. Any suggestions before I implement this?

Resolved! Average Daily Technician Revenue

I want to run a report that will tell me my technician's average daily revenue for a given date range. For example - if yesterday, a tech had $3000.00 in revenue, and the same tech had $1000.00 in revenue today, I want to be able to run a report that...

DustinL1 by New Contributor
  • 1794 Views
  • 2 replies
  • 1 kudos

Resolved! HELP! How Do I Export Tag Types, Campaign Types, etc out of ST?

I am trying to create a new hire binder and would like to be able to export ~all the things~ we add in ST like tags or campaigns, etc. I cannot figure out how to do so. Is there a report for it? If so, I haven't found it. (It doesn't need to have def...

MH by New Contributor II
  • 2958 Views
  • 5 replies
  • 0 kudos

Resolved! Report for Credit on Accounts

Is there a report or way to see a list of accounts/customers that have a credit and the amount? I am trying to do a double check to make sure all payments are applied correctly and not forgotten in limbo.

dyan_the by New Contributor II
  • 4194 Views
  • 7 replies
  • 2 kudos