How to use Jobs Report

This report is highly customizable and allows you to analyze job data using different filters and column selections.

1. Access Jobs Report

• Go to Reports

• Select Jobs Report

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2. Choose Filters

• Set filters such as:

  • Date range (e.g., today only)

  • Service type (e.g., one-time cleans)

  • Job status (e.g., completed)

  • Payment status (e.g., unpaid or invoice sent)

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3. Select Columns to Display

• Pick only the fields you want to see, such as:

  • Customer email

  • Service type

  • Total price

• Add columns before running the search.

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4. Run & Review Results

• Click Search to generate filtered data

• View customized results based on selected filters and columns

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5. Optional Use Cases

• Look up unpaid jobs

• Review team performance by filtering by team

• Compare assigned dates, job times, or start/end times

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Notes

• This report is extremely flexible — experiment with filters and column layouts to find the insights you need.

• Most versions of this report can be downloaded for sorting or sharing.