This improvement allows you to use Multi-Template Reports when creating report modules in custom dashboards and custom Rollup Dashboards in Enterprise Hub, giving you more flexibility to visualize complex data relationships.
What's changing?
Previously, custom dashboards only supported report modules based on single report templates. Now, you can add Multi-Template Reports as report modules, allowing you to combine data from multiple report templates (such as Jobs and Invoices) in a single dashboard module. This gives you more powerful reporting capabilities directly on your dashboard without switching between the Reports tab and Dashboard view. You can also add multi-template Rollup Reports to custom Rollup Dashboards in Enterprise Hub.
Resources
Before and After
Before (Current)
Go to Dashboards and open a custom dashboard.
Click Add Module and select Report from the Module Type dropdown.
Choose from available single-template reports only.
To view combined data from multiple templates, switch to the Reports screen to create and run a Multi-Template Report separately.
Impact: You need to maintain separate workflows for viewing dashboard modules and running Multi-Template Reports, requiring extra navigation between tabs.
Try the current workflow in your account.
After
Go to Dashboards and open a custom dashboard.
Click Add Module and select Report from the Module Type dropdown.
Choose from both single-template reports and Multi-Template Reports.
View combined data from multiple report templates directly on your dashboard.
Impact: You can now build more comprehensive dashboards that display Multi-Template Report data alongside other modules, keeping all your key metrics in one place.
Test the changes in the NEXT environment.
Who uses this feature
All business types
Administrators, managers
Region availability: All regions
How it works for your industry
Residential Service and Replacement
Create a dashboard module showing total revenue by combining Jobs and Invoices templates to see completed work and billing status in one view for your HVAC service calls.
Build a technician performance module that joins Jobs and Sold Estimates templates to track conversion rates from estimate to completed job for plumbing repairs.
Design a customer value module combining Customers and Invoices templates to identify high-value residential clients for targeted service agreement offers.
Commercial Service and Replacement
Monitor project profitability by joining Jobs, Invoices, and Purchase Orders templates to track labor costs against revenue for commercial HVAC maintenance contracts.
Create a dashboard showing equipment service history by combining Jobs and Equipment templates to track preventive maintenance (PM) schedules across multiple commercial properties.
Build a business unit performance module joining Jobs and Technicians templates to compare productivity metrics across different service divisions or locations.
Residential Construction
Track project pipeline by combining Estimates and Jobs templates to monitor conversion rates from quote to signed contract for new construction projects.
Create a materials tracking module joining Purchase Orders and Jobs templates to monitor material costs against project budgets for residential builds.
Design a project timeline dashboard combining Jobs and Appointments templates to visualize scheduled work and completion rates across active construction sites.
Commercial Construction
Monitor multi-phase project progress by joining Projects and Jobs templates to track completion status across different stages of commercial construction work.
Build a resource allocation dashboard combining Technicians and Jobs templates to optimize crew assignments across multiple commercial job sites.
Create a project cost analysis module joining Jobs, Invoices, and Purchase Orders templates to compare budgeted costs versus actual expenses for commercial projects.
How to Prepare?
Review your existing Multi-Template Reports to identify which ones would be valuable to add to your dashboards.
Identify which custom dashboards would benefit from Multi-Template Report modules and plan where to add them.
Train administrators and managers on how to select Multi-Template Reports when creating new report modules in custom dashboards.
Consider reorganizing your dashboard layout to take advantage of the new Multi-Template Report modules alongside your existing Key Performance Indicator (KPI) and visualization modules.