Handyperson Activity Report

The Handyperson Activity Report is a summary report that gives summary details of referrals and jobs or financial details. To run the report complete the following criteria:

• Start Date for Report - Starting date of the reporting period.
• End Date for Report - End date of the reporting period.
• Select By Referral Date or By Completion Date? - Select if the search dates are based on the referral date or the completion date of the job.
• Sort By - Select the required sort order for the report.
• Second Sort By - Specify a secondary sort order for the report.
• Project - Select which project to report on.
• Main Referral Job Type - Select to report on all job types or a specific type. This is the Job Type on the Referral Job, not on the individual Job Cards.
• Numerical or Financial Details? - Display the quantity or financial details.
• Show or Hide Number of Satisfied Clients? - Option to hide the number of Satisfied Clients column.

Report with quantities

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Report with financial details

REPS_HP_activityfinancial.PNG

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