Service Snapshot
The report shows all service product sales in a period of time. You can use this report to track the sales value and the status of the line item for production.
Companies
Markets
Service Blocks
Product Categories
Service Products
Digital Media Products
Events
There are over a dozen search fields you can use to narrow down the results, meaning you can tailor the report to show you exactly what you need. You can search by criteria such as service category, event, billing date, ticket status, and order, ticket, and company dynamic attributes. There are also a handful of search options which will affect how the search results are grouped and displayed.
Billing Mo/Yr Range to GL Mo/Yr: If this option is checked, the ‘Billing Date' search field will change from billing dates to your system’s GL dates.
Group items by sort order: In the Display Fields pop-up for this report, you can choose a default sort order for your results. When the ‘group items by sort order’ option is selected, the result will be grouped into multiple tables based on your sort order. For example, if your default sort order is ‘company’, then when this option is chosen, there will be a table displayed for each company, rather than one large table of results.
Only Show Invoiced Items: By default, all services, whether invoiced or not, will show up in the report results. You do have the choice to use this search option to only show items that have been invoiced. Under the Invoiced column of the table, you can click on ‘yes’ which will display a pop-up showing the invoice information for that item.
Include Sales Proposal Items: The report by default only displays information for fully approved orders. You can override this setting by using this search option, which will display services from both proposals, and pending orders. Any pending order items will show up in blue, and any services from proposals will display in yellow so they can be easily identified.
The data for this report is displayed in a table format. There are certain columns which will always show on the report: invoice status, company name, rep, and service name. You can use the Display Fields to include more information you would like to see in the body of the report, such as dynamic attributes, billing information, or order number.
The data in the Company and Contact columns are all quick links which will bring you to either the company or contact’s page in the system.
There are various actions which can be taken for each item, depending on its status and your user permissions. For each service, you may be able to edit the line item, view the ticket, or delete the item right from the report.
If the value in the Invoiced column is ‘yes’, then when clicked on, you will see a pop-up displaying the invoice information for that item.