In Orderry, you can set up a daily manager report to get a summary of your company’s activities over a given day.
The daily manager report is a brief report with the main KPIs of your company's performance that you receive in your mailbox every day.
You can also view these data in the Business Insights mobile application.
How to Set Up and Activate the Daily Manager Report
1. Go to the Reports > Other > Daily email report page and check the "Send daily manager report" checkbox.
2. Specify the time of sending.
3. Select the period — "Since the beginning of the day" or "For the last 24 hours".
4. Specify the email address to which the report should be sent. If you need to send the report to multiple addresses, specify them separated by commas.
5. Click Save.
Report Metrics
Key metrics:
Orders created displays the number of created work orders for the past period (last 24 hours or since the beginning of the day);
Executed work displays the total amount of added labors for the past period (for the last 24 hours or since the beginning of the day);
Orders closed displays the number of closed work orders for the past period. These are work orders that were updated to one of the statuses in the "Closed" and "Dropedd-off" groups (for the last 24 hours or since the beginning of the day);
Revenue displays the total amount of payments for work orders and sales for the past period (for the last 24 hours or since the beginning of the day);
Refund displays the total amount of refunds to clients for work orders and sales for the past period (for the last 24 hours or since the beginning of the day);
Profit displays the total profit on work orders and sales for the past period (for the last 24 hours or since the beginning of the day).
Each of the metrics can show you more information:
Orders created. In addition to the number of created work orders, their total amount is indicated (information is taken from the Estimated Price field).
Executed work. Under the number of added labors and their total amount, you can see information about each specialist and each location, if there are several of them.
Closed orders. In addition to the number of closed work orders, you can see their total amount.
Sold products displays the number of units sold and the total amount.
Cash flow displays the total income and expenses on work orders and sales.
Profit displays the total amount of profit. The profit is shown below for work orders and sales separately, as well as for each location if there is more than one.
Important: if you have several locations, information about each of them will be shown below.