Customer by Service Spend History Report Guide

Overview

This report allows you to track how much customers spend after buying a certain task, particularly a membership. You will be able to gauge the value of certain tasks to see whether they resulted in an increased spend amount by that customer.

Use cases

When you run this report, you will choose a task from your Pricebook. The report will provide you with important sales data relevant to that Pricebook task.
Use this report to view the customer name, customer location, job number, invoice number, invoice subtotal, task code, amount spent since the task was used, technician, campaign, invoice date, and other information.

Find the Customer by Service Spend History Report

Click Reports > Search Customer Service by Spend History > Click the report name. Then you will be able to set filters and run the report.

Tip: You can also schedule the report by clicking Schedule next to the report name.

Set report filters

Task

Filter by task code. This report is run by task code name. To set task codes, go to the navigation bar > Pricebook > Services > Add Service > Code.

Note: This report only includes Service tasks, and does not include information about Materials, Equipment, or Discounts and Fees items.

Input field for entering a task code in a web application interface.

Sort by

Sort by filters. This report can be sorted by customer name, location name, job number, invoice number, invoice subtotal, amount spent since task was used, invoice date, technician, or campaign.

Dropdown menu displaying sorting options by invoice date for better organization.

Date Range

Filter by date range. Use the From and To fields to set a custom date range.

Date field labeled 'From'

Date field labeled 'To'

View or download the report

Click Update to view the report.

The report can be downloaded in three different formats:

Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)

Understand report columns

This report provides an overview based on Task code and Sort by filters.

Customer service spend history report showing details for Jamie Patter and Tom Caruso.

The report includes the following columns:

Invoice details including customer name, job number, and invoice subtotal information.

Customer Name	The Bill To customer on the invoice.
Location Name	The name of the Service Location on the invoice.
Job Number	Job number on the invoice.
Invoice Number	Invoice number. The invoice number is attached to a particular job.
Invoice Subtotal	Invoice subtotal is the amount due on the invoice before taxes have been applied.

Table displaying task details including codes, amounts, dates, technicians, and campaigns.

Task Code	Task code name. This is the code entered in the Pricebook when adding a new service task. Configuration - Task Code: To set task codes, navigate to Settings > Pricebook > Services > Add Service > Code.
Amount Spent since Task was Used	The sum of invoice subtotals that were created after the invoice on which the task appears. Calculation - Amount Spent since Task was Used: [Subtotals from all jobs created after the job the task was used on]
Invoice Date	This is the invoice date on the invoice. If the invoice date is blank or the job has not yet been completed, then this displays the date the job was created instead.
Technician	Displays the first two technicians listed on the invoice, regardless of first assigned or split percentage.
Campaign	The advertised campaign attached to the job. How to configure - Campaign: To set campaigns, navigate to Settings > Campaigns > Add Campaign. How to edit - Campaign: To edit the job campaign, navigate to the Job page. Click the pencil icon and edit the Campaign field. When you're done, click Save.