ServMan Report Pending Release

ServMan Report Version History

03/19/2015

Job Ledgers - (Version 2015-03-19 14:42:39) - Added Drill down capabilities on the GL transaction reference
POC Job Analysis Report - (Version 2015-03-19 10:37:44)

• Report Front End
  • Added the ability to run the report by Sales Rep or Project Mgr (Preferred Tech)
  • Added primary Grouping option on project manager
  • Added detail Level of Transaction
  • Added ability to page break between jobs
• Main Report
  • Added columns for Estimated Hours, Actual Hours and Hours Variance
  • Added columns for Actual Expense, Actual Burden, Total Expense and Expense Variance
• Job Summary
  • Original Contract - All revenue from Converted Quotes AND the Estimate tab NOT flagged as change orders
    • Does NOT look at the Contract Amount field
    • If AIA job, Estimated revenue is ONLY taken from the Estimate tab STATEMENT OF BILLINGS. Revenue on converted quotes is ignored
  • Change Orders - AS above only for all items Flagged as Change orders
  • Total Contract - Original Contract + Change Orders
  • Invoiced To Date - Actual Invoiced amount on job
  • Invoiced To Date % - Percent of Invoiced to Date compared to Total Contract
  • Remaining to Invoice - Invoiced to Date - Total Contract
  • Total Est Cost - Estimated Expenses from converted quotes AND estimate tab
  • Cost to Date - Actual Cost + Actual Burden
  • Cost to Date % - Percent of Cost to Date to Total Est Cost
  • Over/Under Budget - Cost to Date + Total Est Cost to show Negative value when UNDER Budget
  • Revenue to Date - Revenue based on GL Transaction Income accounts with this Job ID. NOT Invoiced to date!
  • Estimated Profit - Total Contract - Total Est Cost
  • Profit to date - Revenue to Date - Cost to Date
  • Profit to date % - Percent of (Revenue to Date - Cost to Date) / Revenue to Date
  • Profit Variance - Profit to date - Estimated Profit
  • Profit Variance % - Percent of (Profit to date - Estimated Profit) / Estimated Profit
  • Over/Under - Revenue to Date - (Total Contract * Cost to Date %)
  • Over/Under % - Percent of (Revenue to Date - (Total Contract * Cost to Date %)) / (Total Contract * Cost to Date %)
  • Deferred Revenue Bal. - All deferred revenue

03/18/2015

JOB LEDGERS ON BALANCE SHEET ACCOUNTS - (Version 2015-03-18 16:23:54) - Corrected an issue where selecting "Only show jobs with an outstanding balance" was not working
JOB LEDGERS ON BALANCE SHEET ACCOUNTS - (Version 2015-03-18 16:23:54) - Report will now allow Drill Down to the Job
VENDOR LEDGERS - (Version 2015-03-18 15:26:08) - Report will now show the AP Post Date, which is the date it is sorting by
VENDOR LEDGERS - (Version 2015-03-18 15:26:08) - Report Now allow drill down in to the AP Document as well as the vendor

02/23/2015

SCHEDULE VS ACTUAL TIME REPORT - (Version 2015-02-23 10:46:47) - Added the ability to include or exclude appointments.
AR Aging - (Version 2015-02-23 10:46:09) - Added the ability to Apply an outer group by Branch.
AR Aging - (Version 2015-02-23 10:46:09) - Added the Invoice Po number and the invoice job description to the invoice details section.

02/12/2015

SCHEDULE VS ACTUAL TIME REPORT - (Version 2015-02-12 16:18:04) - Report will now suppress the actual time on all appointments since you can not log time to an appointment.

02/10/2015

SCHEDULE VS ACTUAL TIME REPORT - (Version 2015-02-10 15:57:01) - Corrected an issue were the Actual Time was report total time logged to the ticket not just time logged by the employee you are on

02/06/2015

Retired Reports

• AR AGING BY DEPARTMENT

02/04/2015

POC Job Analysis Report - (Version 2015-02-04 11:13:26) - Updated the Balancing procedure so it will only be able to create the journal entry for non-closed,/non-cancelled jobs. The Balance button will no longer show if you have All Jobs, Jobs Cancelled or Jobs Completed selected and do not have a Job ID entered.
Technician Performance - (Version 2015-02-04 09:39:30) - Added an option so that you can run the report so it will just show employees that completed an order in the date Range.

02/03/2015

POC JOB ANALYSIS REPORT - Added the ability to make balancing transactions for POC Jobs
POC JOB ANALYSIS REPORT - Corrected an issue where non-stock labor cost code items would never get included on actual expense
POC JOB ANALYSIS REPORT - Added the ability to run the report based on a specific date range
POC JOB ANALYSIS REPORT - Update the Job label so it will now show account information (Account No - Company) as well as job information (Job ID - Desc)
TECHNICIAN PERFORMANCE - Added to the Preventive Maintenance Statistics section the Sold Item Revenue, Perform Item Revenue and Renew Item Revenue
TECHNICIAN PERFORMANCE - Added to the Service Statistics Summary section the Avg Sales per ticket (Gross Inc / Prod WO's)
TECHNICIAN PERFORMANCE - Added to the Service Statistics Summary section the ability to show Total Sales Volume (Gross Income + Converted Referral Gross Income)
TECHNICIAN PERFORMANCE - Added to the Technician Referral Summary section will now show all referrals Converted in the date range or created in the date range.

01/26/2015

Print 1099s (Interest) - Updated to work with the 2014 forms
Print 1099s (Misc) - Updated to work with the 2014 forms

01/15/2015

Invoice Register Analysis (By Technician) - Updated the Report so the Employee ID entered on the front end narrows results based on invoice lead tech no time detail employees
Invoice Register(By Technician) - Updated the Report so the Employee ID entered on the front end narrows results based on invoice lead tech no time detail employees

01/13/2015

New Reports Added

• Order Entry
  • Sales Rep Closing - Will show leads lost, added and closed in the date range as well as jobs closed in the date range
    
• Service Management
  • Technician Location Audit - Will show based off of Mobile Status Flips - the Exception Distance from the Geo Coded Client Location and the Mobile User Location
    

12/17/2014

TIME LOGGED REPORT - Updated the report so the report will now show the department time is logged to in the order of Override, Order, Job then Employee Home Dept
TIME LOGGED REPORT BY ITEM NO - Updated the report so the report will now show the department time is logged to in the order of Override, Order, Job then Employee Home Dept

11/14/2014

3-Year Sales Analysis By Customer - Added the ability to run for an outer group of Sales Rep, City, State or *None* would run like it always has

10/31/2014

Retired Reports

• JOB ANALYSIS - ESTIMATED VS ACTUAL PROFIT PERCENT
• JOB ANALYSIS
• JOB ESTIMATES
• JOB EXPENSE REPORT
• JOB P&L
• JOB PROFIT SUMMARY
• JOB PROFITABILITY REPORT BY CHARGE TYPE
• JOB PROFITABILITY REPORT
• JOB REVENUE REPORT
• JOB SCHEDULE REPORT
• JOB SUMMARY REPORT
• JOB SUMMARY
• POSTINGS BY JOB TYPE REPORT

10/23/2014

RECURRING SERVICE DUE – Added the ability to run the report by department group
OPEN WORK ORDERS – Added the ability to run the report by department group

10/22/2014

RECURRING SERVICE DUE – Added Groups by Branch and Next Service Date by month
RECURRING SERVICE DUE – Added Duration and time slots to the information reported on the report
OPEN WORK ORDERS – Added Duration and time slots to the information reported on the report and made report branch aware

10/15/2014

Inventory Sales Profit Analysis - Corrected a date time stamp display issue when displaying detail information

10/09/2014

JOB ESTIMATES - Added the ability Run the report by Department Groups
TODO LIST BY JOB - Added the ability Run the report by Department Groups
JOB PROFIT SUMMARY - Added the ability Run the report by Department Groups
JOB LEDGERS ON BALANCE SHEET ACCOUNTS - Added the ability Run the report by Department Groups
JOB LEDGERS - Added the ability Run the report by Department Groups
JOB LABELS - Added the ability Run the report by Department Groups
JOB EXPENSE REPORT - Added the ability Run the report by Department Groups
JOB ANALYSIS - ESTIMATED VS ACTUAL PROFIT PERCENT - Added the ability Run the report by Department Groups
JOB ANALYSIS - Added the ability Run the report by Department Groups

10/06/2014

SALES TAX REPORT - Added the ability to group by branch as well as run for a specific branch
SALES TAX REPORT WITH COST - Added the ability to group by branch as well as run for a specific branch
SALES TAX REVENUE REPORT - Added the ability to group by branch as well as run for a specific branch