Custom ReportsUpdated 2 years ago

Create, Save and Run custom reports on all data!  Chemical reports, service times, alerts, analytics and more.

View the video here:  https://youtu.be/0GBoADZAbZA

Customer Reports allows you to Create reports, that can be quickly ran in the future to analyze your data.

Reports  > Custom Reports >

View Existing Reports provided or create your own.

Add fields to create tables, for example, a report to show all customers with chlorine below a 1.

Rows: Customer Full Name

Values: Service - Chemistry - Chlorine Reading - average

Filters: Service - Chemistry - Chlorine Reading - Filter to show all value Less than or equal to 1.

Select the Date Range for the Report

Then select Open In Google Sheets - 

You may be prompted to connect a google account. If you do not have one, you can create a free account by signing up for gmail through google.

You can also download the data directly to formulate your own report.

Example Reports:

Average Service Time by Technician

Low Cyanuric Acid Report: 

Sales by Zip Code:

Customer Service Time Comparison by year