Overview
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.
Who uses this feature
Office employees
Things to know
We recommend using the Thank You built-in report for enhanced customization, consistent KPIs, and improved scheduling and filtering options.
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.
Tip: You can also schedule the report by clicking Schedule next to the report name
Report filters
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Customer Type
Filter by customer type. This report can be run by Residential, Commercial, or all customer types.
Minimum Sales
Filter by minimum sales. Enter a minimum sales amount to filter the report by.
Date Range
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:
Download PDF
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 | Business unit under which the job was booked. How to configure - Business Units: To set business units, go to Settings > Business Units. |
|---|---|
Customer | Bill To customer name on the customer record. |
Phones | Phone number(s) attached to the customer record |
Emails | Email(s) attached to the customer record. |
Technicians | Technician(s) who completed work for the job. |
Job Completed On | Date and time the job was completed on. |
|---|---|
Street | Bill To customer street address on the customer record. |
Unit | Bill To customer unit on the customer record, if applicable. |
City | Bill To customer city on the customer record. |
State | Bill To customer state on the customer record. |
Zip | Bill To customer zip on the customer record. |
Sales | Total sales amount on the invoice. |