Thank You Report GuideLast updated on 03/22/2022
This report generates a list of customers’ mailing addresses for those who had jobs within a specified sales amount. The report includes customer information based on the customer record, technician name(s) who completed work, and the sales amount on the invoice. Data in this report is based on job completion dates.
Common uses for this report:
Use this report to see the business unit, customers, phones, emails, technicians, job completed on date and time, customer address, and sales amount.
How to find this report:
Click Reports > Search Thank You > Click the report name. Then you will be able to set filters and run the report.
Filter by business unit. This report can be run by a single business unit or all business units.
Filter by customer type. This report can be run by Residential, Commercial, or all customer types.
Filter by minimum sales. Enter a minimum sales amount to filter the report by.
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
The report includes the following columns:
Business unit under which the job was booked.
How to configure - Business Units: To set business units, navigate to Settings > Business Units.
Bill To customer name on the customer record.
Phone number(s) attached to the customer record
Email(s) attached to the customer record.
Technician(s) who completed work for the job.
Job Completed On
Date and time the job was completed on.
Bill To customer street address on the customer record.
Bill To customer unit on the customer record, if applicable.
Bill To customer city on the customer record.
Bill To customer state on the customer record.
Bill To customer zip on the customer record.
Total sales amount on the invoice.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.