Schedule Reports

What Are Reports?

The reports section on ServiceMonster offers various reports for you to learn more about how your business is doing. These reports are categorized by type, this page covers the Schedule reports, or reports based around your schedule.

Schedule Reports

Click on a Report Name to Jump To it

Schedule Item Board

Schedule Printout




Schedule Item Board

This report shows all appointments and activities on the schedule within the date range specified.

Filters:

From Date: Beginning date for the report which is based on the Estimated Start Date of the appointment or activity

To Date: Ending date for the report which is based on the Estimated End Date of the appointment

or activity

Route: Allows the user to filter the report based on the route where appointment or task is scheduled

Type:  Allows the user to filter the report based on the appointment type(s) or activity type(s)

Fields:

Route:  The Route where the appointment or activity is scheduled

Start Time: The Start Time of the appointment or activity

End Time: The end time of the appointment or activity

Type:  The appointment type or activity type

Tech(s):  The technicians assigned to the appointment or activity

Name:  The linked customer’s account name that can be clicked on to view the customer’s account information if the item is an appointment.  I fit is an activity, the link does not work to open the activity.  The user must go to the schedule to view the details of the activity.

Order:  The linked order number that can be clicked on to view the Order Details if the item is an appointment.

Total:  The Order Grand Total

Site Address: Site Address 1 from the Order Service Location

City:  Site City from the Order Service Location

State:  Site State from the Order Service Location

Zip:  Site Zip code from the Order Service Location

Phone:  Phone Field 1 from the Customer’s account




Schedule Print out

This report is a text version of all items on the Schedule for the specified date range by date and route.

Filters:

From Date: Beginning date for the report which is based on the Estimated Start Date of the appointment, recurring appointment reminder or activity

To Date: Ending date for the report which is based on the Estimated End Date of the appointment, recurring appointment reminder or activity

Route: Allows the user to filter the report based on the route where appointment or task is scheduled

Fields:

Column 1: Start and end time of the appointment

Column 2: Type of Event (Recurring Appointment Reminder, Activity or Appointment)

Column 3:  If type of event is a Recurring Appointment Reminder, then the Name of the Recurring Appointment is displayed.  If the type of event is an activity, then the subject line of the activity.  If the type of event is an appointment, then the Order Type and Order Number

Column 4:  If the type of event is a Recurring Appointment Reminder, then the Customer Account name and site address 1, site city, site state and site zip code information from Recurring Appointment.  If the type of event is an activity, no information is displayed.  If the type of activity is an appointment, then the Customer Account Name and site address 1, site city, site state and site zip code information from the Service Location on the order.