Findings report template

Overview

Use the Findings report template to analyze findings data across customers and locations. You can view identified issues along with their status and business impact. Schedule exports with key details to analyze performance, follow-up actions, and associations with open opportunities,  jobs, or agreements.

Things to know

• The Findings report template contains dynamic columns that depend on the date range and other selected filters.

• Ensure that only the appropriate office employees or technicians have access to prevent exposure of sensitive information.

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Report examples

• Technician performance: Run performance reports  to highlight technicians  who generate high-value findings that  drive revenue.

• Finding lifecycle: Run report to track  findings lifecycle from creation to conversion, filter findings by urgency, status, reporter and timeframe.

• Service Agreements and upsell opportunities: Run findings report grouped by  service agreements  to uncover upsell opportunities, assess equipment condition and identify renewal risks.

Create a Findings report

Follow the steps to create a custom report based on the Findings template and select the columns to include in your report.

Use these metrics to build your own report:

• Basic Information:

  • CreatedOn Date: The date when the record was first created.

  • Created By: The user who created the record.

  • Customer Name: The name of the customer.

  • Source Job: Job ID during which the finding was created.

  • ModifiedOn Date: The date when the record was last updated.

  • Modified By: The user who last updated the record.

  • Location Name: The name of the location linked to the record.
    

• Findings:

  • Urgency: How quickly the issue should be addressed.

  • Job completed: The date when the linked job was completed.

  • Name: The name of the finding.

  • Recommendation/Solution: Suggested action or solution to resolve the finding.

  • Job Booked Id: The ID of the job booked to resolve the finding.

  • Form: Form related to the finding.

  • Job Booked: The date on which the job addressing the finding was booked.

  • Status: The status of the finding.

  • Description: The description of the finding.

  • Estimate: The estimate related to the finding.

  • Invoice Total: Invoice total of jobs booked to address the finding.

Run the Findings report

Before running the report, set filters to narrow your results:

1. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and then click Apply.
     

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time.

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM.

     • This Week: From Monday through Sunday of the current week.

     • Week to Date: From Monday through the current date of the current week.

     • Last 7 Days: Previous seven days, including today.

     • Last 14 Days: Previous 14 days, including today.

     • Last 30 Days: Previous 30 days, including today.

     • Month to Date: From the first of the current month to the current day.

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including today.

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day.

     • Year to Date: From January 1 of the current year to the current day.

     • Last 365 Days: Previous 365 days, including today.

     • Last Year: From January 1 of the previous year to December 31.

2. Click the Urgency dropdown to select which status to filter by:

   1. All

   2. Not specified

   3. Low 

   4. Medium

   5. High

   6. Critical
      

3. (Optional) Use the Status dropdown to filter the report by  the status.

4. (Optional) Use the Created By dropdown to filter the report by the office employee or technician who created the finding.

5. When you’re done setting your filters, click Run Report.
   

Tip: Click Edit Report to add and remove columns. For further customization, you can arrange columns and filter your results.

Schedule a report

You can schedule to send the report to specific office employees or technicians. For more, see Schedule reports.

Want to learn more?

• See Edit custom reports

• See Schedule reports