need better reporting
planned
Christina Stern
I am struggling with Workiz reporting in general. Whenever I try to run reports, I can’t seem to get the exact information I need. I can piece it together by running three different reports, which shows the data is being captured, but the system doesn’t allow me to filter or sort it in a way that’s useful.
For example, I’m trying to run a simple report showing who made their final payment last month, along with the gross and net amounts of each deal. The Invoices report has most of the information, but it only filters by invoice date, not payment date. The Workiz Pay–Payments report is helpful because it shows the net amount, but it doesn’t distinguish between deposits and final payments, and it only covers credit card transactions. The Payments report shows when it was paid but only shows 50% of gross and I can't filter based on deposit or final payment.
Thats just todays struggle with Workiz reporting.
Ashley Dezarn
The custom reporting is better but needs to be more grainual. For example I can see payment due dates but not the date the payment was made. In addition it doesn't allow us to filter for SUB-STATUSES which is the primary reason for needing it.
Luke Kamp
I'm wondering if there's a way to replicate the dashboard widgets in the reporting. Jobs by Type, for example. I should be able to see a graph that details out my widget on the home page.
M
Mason Eades
This can be mostly accomplished by adding an "And" & "or" button when choosing categories. Pretend i am looking up something specific in my data that is categorized by a job item & tag.
I should have the option for everything to show with the "job item & tag" or "job item or tag"
Mohamed
can we also add some reporting automations? something that sends out automated reports with specific parameters to a designated user(s). much simpler visually and workflow wise than having to do this through the api.
Daniel Davidson
I would LOVE to have the ability to track technician KPI’s like average ticket, closing percentage, service plan conversion ratio, etc.
J
Jason Roop
The sales report to report actual profit is flawed as it does not show any warranty jobs, there is no sale on warranty jobs so no reporting?
idan kadosh
planned
RYAN CLARK
Inventory reporting is terrible.
Andy Danforth
Having to re-select the date each time on a report, and not having the option of "this year" as a date selector is really poor. Also, having to select "created" every time that I view a custom report is poor.
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