Brand Level Reports and Downloads

Overview

Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in serviceminder before downloading, whereas Downloads have a few minor settings you can configure before downloading as a CSV to work with in a separate program.

This article will review:

Brand Level Reports

Report Name	Purpose
Appointment Category Summary	Appointments summarized by organization, status, and revenue category.
Backlog by Organization	Current backlog of appointments and accepted proposals by organization and associated services.
Backlog by Postal Codes	Current appointment and proposal backlog by select postal codes.
Contact Category Summary	Contact counts by location and category (i.e., customer, prospect, etc).
Contact Counts	Contact counts by location and month.
Donation Parts	Donation part summaries for each organization.
End of Month	End of Month reports for all organizations.
Part Usage	Summarizes part usage from invoices and related appointments, by service agent for all locations.
Payments by Accounting Class	Payments summarized by location and accounting class.
Pictures Summary	Total number of pictures by organization. Click on the organization, then the pictures tab to view individual pictures.
Postal Code Conflicts	Show contacts in organizations with postal codes that are owned by other organizations.
Proposal Close Rates	Proposal close rates by organization.
Proposal Summary	Proposal statistics by status per organization.
Revenue by Accounting Class	Revenue summarized by location and accounting class.
Revenue by Category	Revenue and invoice counts summarized by location and revenue category.
Revenue by Lead Source	Revenue summarized by Channel and Campaign for all locations.
Revenue by Organization	Revenue by organization, grouped by revenue category or service.
Revenue Pivot Grid
Reworks	Rework performance for the brand.
Service Availability Report	Displays next available dates for active services.
Service Expiration	Number of contacts with active, expired, or no service at all.
Service/Part Category Revenue	Invoiced service/part category revenue and counts by organization.
Users/Logins	User details and login activity by organization
Utilization Report	Login and appointment volume activity in the past 30 days for each organization.

Brand Level Downloads

Brand downloads offer a set of configurations before downloading. Download results are retained in our system for 24 hours.

To initiate the download:

Filter your download by various criteria so you can view targeted data.
Customize the information you want included in the download.
If you want to automatically initiate this download on a regular basis, check the box to "save this download as a subscription."
Click Download.

Download	Description	Configurable Options
Contacts	Download contact details for all organizations.	Filter Created Date Updated Date Invoiced After Date Contacts With or Without Emails Only national account related contacts Tags Include in Download Contact Custom Fields Organization Custom Fields GeoZones GeoShapes Excluded Orgs
Contact Notes	Download contact notes for all organizations.	Created After date Created Through date
Invoices	Download invoice details by organization. This includes contact details (contact information, Channel/Campaign, Category, etc)and overview information about each invoice (service, total, balance due, tax, etc).	Statuses Open Paid Voided Unapproved Timeframes Invoice Date Created Date Updated Date Include Include Lines Include Excluded Orgs
Invoice Lines	Download a list of individual line items used on each invoice, grouped by organization.	Statuses Open Paid Voided Unapproved Timeframes Invoice Date Created Date Updated Date Include Include Excluded Orgs
Appointments	Download appointments for all organizations	Types Scheduled Queued Started Completed Canceled Timeframes Scheduled Date Completed Date Created Date Updated Date Include in Download Appointment Custom fields Organization Custom Fields Excluded Orgs
Payments	Download payment history for all organizations	Timeframes Payment Date Created Date Include Excluded Orgs
Proposals	Download proposals for all organizations	Filter Proposal Date Created Date Updated Date Printed Date Accepted Date Completed Date Status Include Proposal Tags Bundled Proposals Lines Custom fields Organization Custom Fields GeoZones GeoShapes Solutions Excluded Orgs
Parts	Download details about Parts for each organization.	None.
Recurring Billing	Download active recurring billing plans for all organizations	None.
Services	Download details about Services for each organization.	None.
Feedback	Download a list of feedback issues for all organizations.	Filter Feedback After Date Feedback Before Date Include in Download Excluded Orgs

Downloads with Custom Fields

Manual Downloads

When you perform a brand-level download, some of the columns included in the file depend on which organization you are clicked into when you start the download. This is especially true for custom fields.

In Dashboard > Downloads, if you download Contacts and include custom fields, the download will use the contact custom fields from the organization you are currently clicked into (including when impersonating another organization).

For example, if you're clicked into an organization with only a few custom fields, your download may not include custom field columns that exist in other organizations. On the other hand, if you're clicked into an organization with many custom fields, your download may include extra columns that don't apply to every organization.

Downloads from the API

For DataSubscriber downloads created through the API, the custom field columns are based on the brand's root organization. This is the Managing Organization, if one is set. Otherwise, it's the organization with the lowest ID in the brand.

Only active custom fields from the root organization are included in the download.

For values to appear correctly, the matching custom fields in each organization must have the same name and field type. If an organization renames a custom field or changes its field type, that field will no longer match the root organization, and its values won't appear in the download.

Best Practices

To make brand-level reporting more consistent:

Use the same custom field names and field types across all organizations in the brand.
When downloading from the Dashboard, click into the organization that contains the custom fields you want to use (typically the Franchise Template).

Download Subscriptions

Once you are ready to initiate the download, you can also check the box to save those settings as a Download Subscription and choose if you want to receive it weekly or monthly. Downloads generated by Report Subscriptions are retained for 7 days.