How do I create a report that shows total revenue by zip code?

Problem

You need a report that shows total revenue and or total jobs booked by zip code,

Solution

Workflow Summary

Create a report using the Jobs report template that includes the Location Zip and Jobs Total Revenue columns. Then, filter group the report results by the Location Zip column.

Create a Jobs report

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Jobs.
   

5. In the Columns to be displayed in the report section, add the following columns:

   1. Job #

   2. Job Type

   3. Location Zip

   4. Jobs Total Revenue

6. Add or remove additional columns from your report, then click Next.

7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

8. When you're finished, click Save.

9. Use the filters to narrow down your report results. When you're ready to view report results, click Run Report.

10. After the report results display, click on the Location Zip column header and drag it into the Drag a column header and drop it here to group by that column box.
    

11. The report results update and group all jobs together by zip code.