You can generate a report on the page “Reports > Orders > Works And Services Report” by two parameters:

  • Period. This parameter allows you to select the time frame for which the report will be generated: today, yesterday, this week, this month, last week, last month, and custom.

  • Location. Here you can select one / several / all locations if there is more than one.

Set the necessary parameters and click “Apply”.

A report is generated for each work with quantity and total amount. Each work can be expanded to see the name of the specialist, quantity, and amount. You can sort inside the table by columns, just click on the name of the column you want to sort by. At the bottom right you will see the total number of works and the amount for the selected period.

The report can be exported to your PC as an Excel file. The Excel file will also contain a column with the date and time the work was added to the order and the order number.

Did this answer your question?