Standard Reports
Permission Required: Reports
A report will only include data from records for which the user has View permission.
List of Reports
Select the Reports menu to view the following out-of-the-box FSM reports:
Report Name | Description |
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 |
Trips | 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 unable 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 Source | 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 |
Service Reports by Status | This report categorizes the service reports based on its status, i.e, Draft, Sent |
Export Report
You can export the data in a Zoho FSM report to a file (Excel, CSV, PDF). To export a report:
- Select the Reports menu.
- Click on a report.
- Click Export on the top right corner.
- In the Export Report - <Report Name> dialog, do the following and click Export:
- Choose Export Type: Choose whether you want the report with or without the grouping of row/column.
- Choose File Format: Choose whether you want to export the file in the Excel, CSV, or PDF format. The formats available will depend on the export type you choose.
If you have enabled the feature control Password protect exported files (Setup > Field Service Settings > Other Settings), then you need to set a password for your export file.
Email Report
You can email a Zoho FSM report to the users in your organization. The report will be sent as an attachment (Excel, CSV, PDF).
To email a report:
- Select the Reports menu.
- Click on a report.
- Select Send Email from the Export menu.
- In the Mail Sending Options dialog, do the following and click Send:
- Select Recipients.
You can choose the users in your organization. You can either select the users by their name or select a role. When you select a role, email will be sent to all the users with that role (profile). - Include Additional Recipients, if required.
You can add any email address here. - Export file as: Choose whether you want to export the file in the Excel, CSV, or PDF format. The formats available will depend on the export type you choose.
- Choose the Send Options.
- Set a Password.
If you have enabled the feature control Password protect exported files (Setup > Field Service Settings > Other Settings), then you need to set a password for your export file.
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