The SingleOps Items Report totals the usage and associated margins of Items across the stages selected.
In this article:
Navigate the Items Report
Navigation: Reports > Items > Items Reports
Filters
| Date Range | Choose between Today, Yesterday, Tomorrow, Last 7 Days, Last 30 Days, This Month, Last Month, Year To Date, or Custom Range. The date range selects only Items used between those dates to calculate the totals. Determine what Items display with Date Filter On (below) |
| Date Filter |
Choose between Date Approved, Date Created, Scheduled Date, Date Completed, or Invoice Date to determine what Items display on this report. For Fixed Invoices, CMBs, RUPs and Progress bills, Invoice date is used when filtering by Scheduled Date, Date Approved and Date Completed. Fixed Invoices are also excluded when filtering by assignee, because the work done, does not alway compare equally to the Invoices. |
| Visit Stages | Select one or multiple Stage(s) associated to an Item. This will display Visits within these stages. |
| Assignee | Select one or multiple Assignee(s) associated to an Item. If none are selected, all will be included in the Report. |
| Sales Rep | Select one or multiple Sales Rep(s) associated to an Item. If none are selected, all will be included in the Report. |
| Tags | Select one or multiple Tag(s) to include Tags associated to an Item. If none are selected, all will be included in the Report. |
Search
The search matches any of the item, category and subcategory names as well as the abbreviated name of any units of measure you have set up (e.g. lbs, hrs, etc).
Columns
Click Columns and select one or multiple column types. To add and remove columns, the columns in blue will display in the report.
Rearrange Columns by clicking and holding the column header, move to the left or right and drop. Sort rows by clicking the up & down sort arrows icon, click once to sort from low to high, and again to sort from high to low.
| Item | Item name (name of services, materials, expenses, labor, equipment, or discounts added to a Job) |
| Category | Category name (e.g. material, labor, service, etc.) |
| Subcategory | Subcategory name (e.g. sod, mulch, plants, etc. are all materials) |
| Billable Quantity | The sum of all billable quantities entered for visits that meet filter criteria. |
| Est Actual Quantity | The sum of all estimated quantities entered for visits that meet filter criteria. |
| Completed Actual Quantity | The sum of all completed quantities entered for visits that meet filter criteria. |
| Unit of Measure | Name and abbreviation of units of measure (e.g. lbs, hrs, hours, ft, feet, etc). |
| Total Cost | The sum of all item costs for visits that meet filter criteria. Costs are the cost to you as a business. |
| Total Margin | (Total Price - Total Cost) = Total Margin |
| Total Price | The sum of all item prices for visits that meet filter criteria. Prices are what you bill your customer. |
| Margin % | ([Total Margin / Total Price] x 100) = Margin % |
Totals / Averages
At the bottom of the page, totaled amounts for seven columns - Billable Quantity, Estimated Quantity, Completed Quantity, Total Cost, Total Margin, Total Price, Margin % - can be found.
*Note: These Totals reflect the sum of the displayed on this page only (<10), not the entirety of search results. Additional results can be accessed by clicking through the additional pages at the bottom right of the screen.
Comments
Please sign in to leave a comment.