Organization Reports

Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes.  Main Information  The top bar contains the fields for modifying the date range of the repo...

Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like: How am I performing against my goals and forecast? How are my sales agents performing? This r...

Overview The At a Glance report is a tool designed for business owners to quickly review daily activities and summaries within their organization. It provides a daily review of what is happening, including summaries and a quick overview of the da...

Overview The Pivot Grid is a dynamic reporting tool in serviceminder that allows you to interactively analyze, filter, and group data. It's especially helpful for identifying trends and comparing key business metrics, such as: Repeat Revenue ...

Open Proposals/Options Report The Open Proposals/Options report provides a summary of all proposals and options that have not been accepted or selected. This report helps track proposals that are still in the decision-making phase and allows fi...

Overview In our Knowledge Base, you will see other articles that provide more detail about specific reports. This article will show you how to select reports to save in your favorites list. This article will review: Setti...

Asset Inventory Report The Asset Inventory report allows you to view current counts of parts that are marked as Assets . It provides detailed information about each part, including part ID, part name, and the total number of assets listed fo...

Overview Tracking performance data shouldn't be a manual chore. With service minder 's Report Subscriptions add-on, brands and organizations can automate the delivery of key reports and data exports, saving time and ensuring consistent ...

Appointment Cancels Report The Appointment Cancels report provides detailed insights into the number of appointments that have been canceled within a specified timeframe. This report helps you understand the frequency and reasons for cancellation...