Difference between revisions of "Handyperson Activity Report"

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[[File:Menu_hp_activity.png]]
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[[File:hp_act1.png|500px|alt="a screenshot of the handyperson activity report button highlighted in the menu."]]
  
 
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:
 
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:
  
[[File:rep_hp_activitycriteria.PNG]]
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[[File:hp_act2.PNG|700px|alt="a screenshot of the handyperson activity report criteria fields, as listed below."]]
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* '''Start Date for Report''' - Starting date of the reporting period.
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* '''End Date for Report''' - End date of the reporting period.
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* '''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.
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* '''Sort By''' - Select the required sort order for the report.
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* '''Second Sort By''' - Specify a secondary sort order for the report.
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* '''Project''' - Select which project to report on.
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* '''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.
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* '''Numerical or Financial Details?''' - Display the quantity or financial details.
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* '''Show or Hide Number of Satisfied Clients?''' - Option to hide the number of Satisfied Clients column.
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'''Report with quantities'''
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[[File:REPS_HP_activitynumbers.PNG|border]]
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'''Report with financial details'''
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[[File:REPS_HP_activityfinancial.PNG|border]]
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----
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[[File:helpheader_small.png|right]]

Latest revision as of 15:06, 10 April 2024

Helpheader small.png

"a screenshot of the handyperson activity report button highlighted in the menu."

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:

"a screenshot of the handyperson activity report criteria fields, as listed below."

  • 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

REPS HP activitynumbers.PNG

Report with financial details

REPS HP activityfinancial.PNG


Helpheader small.png