Customer by Service Spend History Report GuideLast updated on 09/09/2022
Purpose of the Customer by Service Spend History Report:
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.
Common uses for this report:
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.
How to find this 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.
Filter by task code. This report is run by task code name. To set task codes, navigate to Settings > 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.
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.
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
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)
Explanation of report columns
This report provides an overview based on Task code and Sort by filters.
The report includes the following columns:
The Bill To customer on the invoice.
The name of the Service Location on the invoice.
Job number on the invoice.
Invoice number. The invoice number is attached to a particular job.
Invoice subtotal is the amount due on the invoice before taxes have been applied.
(Report columns continued)
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]
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.
Displays the first two technicians listed on the invoice, regardless of first assigned or split percentage.
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.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.