Services Report

Services Report helps you understand how your service operations are performing.

Key metrics

Metric	Description
Total assignments	Number of service jobs
Completed	Successfully finished
Revenue	Total service revenue
Avg completion time	Average time per job

Report sections

Service dashboard

Widget	Shows
Assignment volume	Jobs by status
Revenue trend	Service revenue over time
Top services	Best-performing offerings

Agent (technician) performance

Metric	Description
Jobs completed	Total per technician
Revenue generated	Sales per technician
Customer ratings	Average rating
On-time rate	% completed on schedule

Service assignments list

Column	Shows
Service	Service name
Customer	Who received service
Technician	Assigned staff
Status	Completed, Scheduled, etc.
Revenue	Amount earned
Date	When scheduled

Filters

Filter	Options
Date range	Custom period
Technician	Specific staff member
Service type	Category of service
Status	Completed, Scheduled, Cancelled
Location	Specific store

How to use

1. Set date range for the period you want to analyze
2. Review summary metrics for overall health
3. Check agent performance for staff insights
4. Drill into assignments list for details
5. Export data if needed

Tips

• Compare periods to spot trends
• Use agent metrics for coaching opportunities
• Watch on-time rates for scheduling optimization
• Review ratings for service quality insights

Troubleshooting

Issue	Solution
No data showing	Verify service assignments exist for the period
Metrics seem wrong	Check filter settings
Can't see all technicians	Verify staff permissions and location access

What's next

• Review sales: Reports → Sales
• Check inventory: Reports → Inventory
• Schedule work: Sales → Schedule