Legacy reports are the original, built-in reports that predate the newer built-in reports. These reports cover a wide range of business needs, including marketing, operations, technician performance, accounting, and payments. Many legacy reports have been upgraded or replaced by more robust versions as built-in reports or custom report templates, but some are still in use for specific workflows or data needs.
We recommend using the upgraded built-in reports or creating custom reports instead of using the legacy reports. The built-in reports and custom reports offer enhanced features, such as drilldowns, consistent KPIs, better customization, and improved scheduling options.
Legacy report guides
Accounting report guides
Accounting Detail Legacy Report: Shows a detail list of accounting summaries by debits and credits. This data is based on invoice dates.
Accounts Receivable (Detail) Legacy Report: Displays detailed information for each customer with an outstanding balance. This data is based on invoice dates.
Accounts Receivable Detail by Date Legacy Report: Displays detailed information for each customer with an outstanding balance. This data is based on invoice dates.
Accounts Receivable Summary by Invoice Type Legacy Report: Displays a summary of total balance, number of invoices by invoice type. This data is based on invoice dates.
Daily Sold Hour Tracker Detail Legacy Report: Displays detailed information for each technician within a date range, including each invoice and location, invoice date, job summary, customer name, cost, subtotal, and total sale amount. This data is based on invoice dates.
Deferred Revenue Legacy Report: Use this report to view the membership contract price, the amount billed to date, recognized revenue, and deferred balance.
Payroll (Detail) Legacy Report: Displays detailed information for each technician within a date range, including each invoice and location, invoice date, job summary, customer name, cost, subtotal, and total sale amount. This data is based on invoice dates.
Pending Export Legacy Report: Displays all posted invoices for a specific date or date range, showing the customer name, location address, job type and sales total for each invoice.
Revenue by SKU Legacy Report: Shows sales data for each SKU, including the quantity sold, average sales amount, and total revenue for the selected date range based on invoice date. Results can be filtered by business unit. This data is based on invoice dates.
Sales Tracking by Detail Legacy Report: This report provides a detailed summary of the sales performance of your technicians. Each section of this report is based on a different type data (refer to the report sections below for more information).
Tag Conversion by Technician Legacy Report: Provides a breakdown of the success rate at which a technician converts tagged opportunities. Data in this report is based on tags converted within the report date range.
Tax Detail Legacy Report: Detail of all sales tax collected for all posted invoices by tax zone within a selected date range. This data is based on invoice dates.
Tax Zone Legacy Report: Breakdown of all sales tax collected for all posted invoices by tax zone within a selected date range. This data is based on invoice dates.
Technician Hourly Production Legacy Report: Displays detailed information for each technician within a date range, including each invoice and location, invoice date, job summary, customer name, cost, subtotal, and total sale amount. This data is based on job started on dates.
Operations report guides
Booked Inspection Legacy Report: Compare outbound calls vs booked inspections
Daily Huddle Legacy Report: Main KPIs summarized through various time periods. This data is based on job completion dates.
Dispatcher Performance Legacy Report: Shows summary of jobs dispatched, avg. distance, on time %, and cancellations before and after dispatch. This data is based on job created on date.
Failed Transaction Legacy Report: Shows all failed transactions for invoices with a balance in a specified date range. Based on paid on date and has click2call functionality.
Job Costing Legacy Report: Provides a breakdown of your job costs. Job costs are displayed for individual invoices, and total job costs are displayed for the entire report range. The report also shows job costs as a percentage of the invoice subtotals. Data is based on job completion dates.
Membership Billing Legacy Report: Find out which customers are due for next membership billing based on selected Next Billing Date range.
Opportunity and Estimate Follow Up Legacy Report: Shows estimate information by follow-up date.
Purchase Orders Legacy Report: Shows a detailed list of purchase orders.
Recurring Event Completion Legacy Report: Detailed list of recurring services and their completion.
Team Performance Board Legacy Report: Displays a high-level overview of team performance.
Upcoming Jobs Legacy Report: List of upcoming open jobs for the selected day and next 3 days, based on scheduled/start date.
Marketing report guides
Customer by Service Spend History Legacy Report: Shows how much a customer spent since purchasing a certain task.
New Member Legacy Report: Customers with memberships starting in a given time period.
Survey Legacy Report: Shows job surveys.
Thank You Legacy Report: Mailing addresses for customers with jobs completed with revenue. Based on job completion dates.
Web Booking Summary Legacy Report: Shows performance of web campaigns through the new web booking feature.
Technician report guides
Cross Sales Legacy Report: Provides a detailed examination of which technicians are selling items from cross sales groups, as well as which cross sales groups (and their constituent items) are performing the best. Data in this report is based on the invoice date.
Technician Close Rate by Job Type Legacy Report: Provides an overview of technician sales performance / close rate. This report is designed for technicians who perform maintenance, service, or install jobs (not for sales technicians who are dispatched to provide estimates). Data is based on job completion dates.
Technician Dispatch Legacy Report: Detailed breakdown of all job activity by technician. Based on activity date (dispatched, arrived, etc.).
Technician Dispatch Summary Legacy Report: Same as above but with summary and no signature lines.
Technician Performance Board Legacy Report: Revenue, conversion rate, service vs replacement avg, job avg, replacement rate, tasks per call, and YTD sales. Based on job completion dates.
Technician Performance Board (M) Legacy Report: High-level overview of technician performance. Based on job completion dates.
Timesheet Summary Legacy Report: Summary information about employee activities.
Sold By report guides
Memberships Sold By Legacy Report: Displays employees and technicians' membership sales.
FAQ
Why can't I share Legacy reports?
Legacy reports don't have the same sort of sharing settings as built-in or custom report do. They are instead controlled by report permissions and report category permissions, which determine who can access the reports to run. You can schedule Legacy reports to be run and delivered to select recipients, but they won't have access to run the report themselves unless they're granted the specific report or category permission. See Set reporting permissions for more.