Standard Reports

Standard Reports

FSM offers the following out-of-the-box reports:

 Report Name
 Field Technicians - Timesheet

 This report summarizes the time spent by each field technician   working on appointments assigned to them
 Field Technicians - Time Off

 This report contains details of the time taken off by the users and the reason for it
 Appointment Based on Status

 This report categorizes the appointments based on its status
 Field Technician - Check in/out

 This report lists the details of user's check-in and check-out from the mobile app
 Work Order by Type

 This report classifies the work orders based on its type, i.e. Service or Inspection 
 Customer Rating and Feedback

 With this report, you can see the details of the customer ratings and feedback given for each appointment
 Work Order by Priority

 This report classifies the work orders based on its priority, i.e. Critical, High, Medium, Low
 Work Order by Status

 This report categorizes the work orders based on its status, i.e New, In Progress, Cannot Complete, Completed, Closed, Cancelled, Scheduled Appointment, and Dispatched

 This report contains details of the trips taken by the field technicians for their assigned appointments 
 Company's Address Information

 This report lists the details of the Companies' service and billing addresses
 Company Primary Address Information

 This report lists the details of the Companies' billing addresses
 Contact's Address Information

 This report lists the details of the Contacts' service and billing addresses
 Services provided to the Customers

 This report lists the services available and the appointments in which they are used.
 Cancelled/Terminated Services

 List of Services Cancelled or Terminated
 Parts Used or Utilized

 This report lists the parts available and the appointments in which they are used.
 Terminated Appointments

 List of Appointments terminated or was not able to complete by the field technician/crew due to various reasons, e.g. part unavailable, bad weather
 Cancelled Appointments

 List of Appointments cancelled by the customer due to various reasons (E.g. customer unavailable)
 Estimate Based on Status

 This report classifies the estimates based on its status, i.e. New, Approved, Rejected, Cancelled, Waiting For Approval, Converted to Work Order, and Expired
 Rejected Estimate by Rejected Reason

 This report lists the details of the Estimates created and the reasons for which they were rejected
 Requests by Monthly

 This gives a monthly report of the requests created
 Request Based on Request Origin

 This report categorizes the request based on the channels in which they originated, i.e. web, email, etc
 Request Based on Status

 This report classifies the requests based on its status, i.e. New, Estimate Created, Estimate Rejected, Work In Progress, Completed, Closed, Cancelled, Cannot Complete
 Request Based on Priority

 This report classifies the requests based on its priority, i.e. Critical, High, Medium, Low

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