Scheduling Reports

Scheduling Reports

Previous Topic: Customer Reports

The Scheduling Reports display information about your schedules and jobs. These reports include:

Name	Description	Report Type
Active Recurring Schedules	Generates a listing of all schedules with a status of “Active Recurring” within your defined date range. You can sort these schedules by customer name or by the date they are scheduled to occur.	Active Report
Crystal Route Sheet	Generates a route sheet for every team working on jobs for every day in your defined date range.	Crystal Report
E-mailable Work Order	Generates a basic work order that is ready to be emailed to your customers.	Crystal Report
Job Cancelations	Generates a listing of all job and/or schedule cancellations within your defined date range.	Crystal Report
My Tasks	Generates a listing of tasks assigned to the current user within the defined date range.	Crystal Report
New Schedules	Generates a listing of all new jobs and schedules created within your defined date range. You can display these schedules by date, customer, frequency, or campaign A campaign is a specific marketing activity. You can define its start date, end date, budget, and related tasks..	Active Report
Project Management	Generates a detailed summary of all projects A job that consists of multiple visits or days of service. and project visits within your defined date range.	Active Report
Route Sheet	Generates a listing of all jobs for each day in the defined date range. The Classic Style is grouped by date while the CLIP^™ style is grouped by team.	Active Report
Route Sheet including Tasks	Identical to the standard route sheet report except that it includes tasks An action that needs to be performed outside of the scope of a job or schedule..	Crystal Report
Schedule Cancelations	Displays all schedules that have been cancelled in the defined date range.	Active Report
Schedule Frequency Report		Crystal Report
Weekly Schedule	Generates a detailed summary of the schedule for the week. You can organize this report for all teams by date or by team for each week.	Crystal Report
Work Order	Generates all the information an individual or team of employees needs to know for a single job, including any customer or job notes. The work orders are generated based on the selected date range with a single work order generated for every scheduled job within your selected date range. The work order report can be run for just a particular client or a particular team of employees.	Crystal Report

To learn how to print and/or preview these reports, see the Printing/Previewing Reports section.

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