User Rights for Scheduling Reports

To set up user rights to run CRM reports, follow these steps.

  1. Go to Settings > User Roles & Rights > [Role Name] > Scheduling.
  2. Select any of the check boxes in the Scheduling Reports

User Role/Right

Definition

Job Cost Summary

Allows the user to run the report that shows summarized job costing information. This report can be filtered by date, resource, service, customer, and customer status.

Package Summary Report

Allows the user to run the report that breaks down information on master packages. This report can be filtered by master package

Package Sq Ft by Round

Allows the user to run the report that shows the amount of square feet assigned per round. This report can be filtered by custom field.  Note: the client’s square feet custom field must be filled out.

Client Count by Service

Allows the user to run the report that shows the number of clients per service and what percentage of your business it represents.

Chemical Tracking

Allows the user to run the report that shows the important recorded chemical tracking information. This report can be filtered by date, custom field, and form.

Over/Under Report

Allows the user to run the report that shows budgeted vs. actual amounts in visits, hours, and revenue. This report can be filtered by customer and contract.

Backlog Services

Allows the user to run the report that shows the accumulation of jobs waiting to be completed. 

Scheduled To Dos

Allows the user to run the report that shows scheduled To Do’s. This report can be filtered by date, resource, type, status and custom field.

Damage Report

Allows the user to run report that shows damage cases. This report can be filtered by date, resource, status, and sales rep.

Sales Count by Sales Rep

Allows the user to run the report that shows a count of services and products sold by sales representatives. This report can be filtered by date, service/product, and sales rep.

Client Services Report

Allows the user to run the report that shows active services by client.  Can be filtered by custom field, service, and customer.

Paused Services Report

Allows the user to run the report that shows what services have been paused. 

Cost of Goods Sold Report

Allows the user to run the report that shows cost of goods sold information. This report can be filtered by date, service, completed jobs, jobs with no job time, and jobs with no amount.

Job Costing

Allows the user to run the Job Costing report.

Sales by Date Sold

Allows the user to run the report on Sales by Date Sold.

Sales by Date Sold Detail

Allows the user to run the report on Sales by Date Sold Detail.

Contractor Phone List

Allows the user to run the report that shows contact information for your contractors.

Vendor Contact List

Allows the user to run the report that that shows contact information for your third-party vendors.

Non-Inventory Product List

Allows the user to run the report that shows any non-inventory product and its basic information. This report can be filtered by status.

Inventory Product List

Allows the user to run the report that that shows any inventory product and its basic information. This report can be filtered by status.

Export for Quality Driven Software

Allows the user to run the report that exports information for Quality Driven Software only.

Job Hours Summary

Allows the user to run the report that shows a list of employees and their total versus actual working time. This report can be filtered by date.

Resource Time Utilization

Allows the user to run the report that shows a breakdown of the non-productive time an individual employee had in any given time frame. This report can be filtered by date, period, and resource.

Product and Service Usage

Allows the user to run the report that shows the life of a service or product regarding quantity and amount in three different stages: estimate, job, and invoice. This report can be filtered by date, client, city, and zip code.

Visits Report

Allows the user to run the report that shows the status, actual versus budgeted hours of a service within a defined timeframe. This report can be filtered by date, client, city, zip code, service, status, and resource.

Employee Directory

Allows the user to run the report that shows information about your company’s employees. This report can be filtered to include contractors.

Revenue and Budgeted Hours Projection

Allows the user to run the report that shows projected budgeted hours and revenue for the next 12 months.

Custom Package Renewal Report

Allows the user to run the report that shows Custom Package renewals.

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?