Locations report template

Overview

The Locations report template helps you view information about your location records, which is particularly useful if you work with warranty companies and have multiple locations for a single customer.

Things to know

• Each row on the report represents one active Location Record. 

• 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

• Create a report to track locations with outstanding estimates. Use the Open Estimate Opportunities column to monitor potential sales at various locations.

• Run a report to identify locations with recurring services due soon. Use the Next R.S. Date column to proactively manage recurring service appointments coming up for these locations.

• Create a report to review locations with active warranty jobs. Use the Warranty Jobs column to track ongoing warranty commitments at different locations.

Create a Locations report

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

The template has the following columns selected by default:

• Location ID: The ID of the location record. 

• Location Name: The name of the location record.

  Tip: Hover over the name of the column to see a short description.

You can customize the report by selecting additional columns from these sections:

• Addresses and Contacts: Details about the customer and location addresses associated with the location record, such as Customer Name, Customer Address, Customer Type, Location Address, Location Phone, and more. 

• Job Details: Information about the jobs associated with the location record, such as Completed Jobs, Opportunities, Recall Jobs, Warranty Jobs, Last Job Completed, and more. 

• Sales and Revenue: Details about the amount of revenue and sales associated with the location record, such as Completed Revenue, Open Estimate Opportunities, Close Rate, and more. 

• Recurring Services: Details about the customer membership and recurring services associated with the location record, such as Member Status, Recurring Services, Last R.S. Date, Next R.S. Date, and R.S. Completed. 

Run a Locations report

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 Business Unit dropdown and select the business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

   • Click the dropdown to select individual BUs.
     

   • To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.
     

     Note: How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details.
     

3. When you’re finished, click Run Report.  

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