Service Management General Reports
General reports in the Service Management module refer to reports that are available to all geographic areas.
The following table displays a list of all SM general reports, along with a description and how often you should run each report. Click on a link to get additional information on the report.
| Title |
Description |
When Run (Typically) |
|---|---|---|
|
Analyzes the Performance of SM Agreements. |
As needed | |
|
Displays SM Agreement List. |
As needed | |
|
Displays SM Agreement Profitability. |
As needed | |
|
SM Agreement Progress Report |
As needed | |
|
Displays SM Agreement Renewal drilldown report. |
As needed | |
|
This report displays a list of contacts and their contact information. |
As needed | |
|
This report displays a list of Customers, with address and contact information. |
As needed | |
|
Displays SM Daily Trip Tickets. |
As needed | |
|
Displays SM Daily Work Ticket. |
As needed | |
| Displays SM Invoices with an open balance, summarized by groupings defined by the user. |
As needed | |
|
Displays SM Invoice List. |
As needed | |
| SM Labor Allocation Commitment Drilldown | Displays Labor Allocation Commitments by Craft/Class for a given year. | As needed |
|
Displays SM Labor Requirements. |
As needed | |
|
Projects the materials required for Work Orders and Agreements within the given date range |
As needed | |
| SM Monthly Profitability Report | Shows monthly cost, revenue, and margin information. | As needed |
| SM Revenue by Tax Code | Shows agreement and work order invoice revenue by tax code | As needed |
|
This report displays a list of Service Sites, with address and contact information. |
As needed | |
| SM Tax Report | Displays tax information for transactions posted to Service Management. | As needed |
|
Displays SM Technician Utilization. |
As needed | |
|
Displays SM Trip Ticket. |
As needed | |
| SM WIP Report | Displays actual and expected costs and revenue for agreement and customer work orders. | As needed |
|
Displays SM Work Completed Cost and Revenue. |
As needed | |
|
Displays SM Work Completed to GL Reconciliation. |
As needed | |
|
Displays SM Work Order. |
As needed | |
|
Analyzes work order costs and billings |
As needed | |
|
Displays SM Work Order List. |
As needed | |
|
Displays SM Work Order Profitability Detail. |
As needed | |
|
Displays SM Work Order Profitability Drilldown. |
As needed | |
|
Displays SM Work Order Profitability Summary. |
As needed | |
|
Displays SM Work Order Quote. |
As needed | |
|
Displays SM Work Order Status By Technician Drilldown. |
As needed | |
|
Work Order information for Technicians |
As needed |
