Pro Supervisors may run Accounting Reports and work order Activity Reports by navigating the Professional Command Center.

Accounting Reports show all incoming fund transfers to all users within a Company Account, with corresponding work order numbers identified.  Pro Supervisors can run Accounting Reports by navigating to Manage Funds > Accounting Report.

The Activity Report is the best way to track a service pro company's productivity, analyze data, improve work order processes, and track expenses. All fields in the work order can be included in a customized report, including Custom Fields. Here are just some data points that can be collected in work order activity reports:

• Work order volume
• Work order status
• Buyers & ratings given
• Pricing trends
• Service Locations
• Custom field information
• Resolutions and other closing data
• Tax information

In addition to the default settings, which run reports in Closed and Active status over a set period of time, a buyer can create and save custom reports. To create a custom report:

1. Navigate to Work Orders > Activity Report
2. Select Create a Custom Report
3. Choose the work order status and the format for the report output (HTML, Excel, or Tab Delimited)
4. In Report Filters, include date ranges for various work order statuses and select the Service Location Country
5. Select the Information Groups (see below) to be included in the report
6. Service pros have the option to name the saved report
7. Select Create Report

Information Groups
When creating customized reports, the following Information Groups will render the following columns of data:

Work Order ID
Work Order ID

Buyer Information
Buyer Company Name

Service Pro Information
Pro ID
Pro Name

Work Order Status
Status
Sub-Status

Work Order Dates
Service Date
Appointment Date
Date Accepted
Date Completed
Date Closed
Date Cancelled

Work Order Description
Title
Tasks

Work Order Pricing
Pricing Method
Spend Limit (US$)
Initial Spend Limit (US$)
Hourly Rate (US$)
Parts Included

Work Order Location
End User Name
Location Name
Location City
Location State/Province
Location Zip/Postal Code
Location Country

Work Order Custom Fields
Custom Fields
Buyer Custom Fields

Work Order Completion Information
Resolution Notes
On-Site Dates
Total Hours On Site (calc.)
Hours Worked

Work Order Service Fee
OnForce Commission (US$)
Parts Total (US$)
Labor Total (US$)
Other Total (US$)

Taxes (US)
Sales Tax (US$)
Service Tax (US$)

Taxes (Canada)
Service Fee GST (US$)
Nova Scotia HST (US$)
New Brunswick HST (US$)
Newfoundland/Labrador HST (US$)
British Columbia PST (US$)
Alberta PST (US$)
Saskatchewan PST (US$)
Manitoba PST (US$)
Ontario PST (US$)
Quebec PST (US$)
Prince Edward Island PST (US$)
OnForce GST Number

Feedback
Buyer Rating
Pro Rating
Buyer Comments
Pro Comments