This article will give you information about each report, what it does, and how to use it. Reports are important because you have to know that you are being successful in achieving your goal. If you aren’t measuring it, then you will never know how close or far you are from accomplishing your goal.  Jump to different sections of the manual by utilizing your "Find..." in your browser.

Reports are accessed via the "Reports" tab at the top of your screen.

Contents

  • Customer Reports
  • Job Reports
  • Employee Reports
  • Custom Reports - The Custom Reports feature to create your own reports is discussed in another article. Click Here to jump to that manual.
  • Route Sheet
  • Upload Report
  • Download Report Editor
  • Reprint Statements
  • Crew Route Map

Customer List

Summary

The customer list report gives you a list of customers, including information regarding their monthly installments (payments) to you.

What can you do with this report?

Provides a list of all of your customers in CLIPitc along with phone numbers you can call through your customer list for marketing purposes.

Gives you an idea of expected income from your installment customers.

Allows you to see how many customers you have on a street (if you sort by street name).

Where can you find this report?

This report can be found under Reports, Customer Reports, Customer List.

What does this report show?

Name: Displays the customer's Property Name
Num:
Displays the customer's Account Number Property
Address:
Displays the customer's Property AddressHome: Displays the customer's Home Telephone Number
Phone:
Displays the customer's Work/Secondary Phone Number
Fax:
Displays the customer's Fax Number
Cell Phone:
Displays the customer's Cell Phone Number

How does it narrow down (filter) the customers?

Customer Name: Sorts the customers in alphabetic order
Customer #:
Sorts the customers in numerical order
Property Street:
Sorts the customers by street name in alphabetic order
Orientation:Portrait:
Prints the report vertically
Landscape:
Prints the report horizontally
Filter Option:Include Pattern Customers:
This option allows you to include your pattern customers from the "Pattern Customers" screen
Include On Hold Customers:
This option allows you to include customers that you have put On Hold. Usually, these are customers that no longer do business with you.
Show City/State/Zip:
Check this box to show the customer's City, State, and Zip Code on the report

Customer History

Summary

The history report gives you a list of work recorded, notes recorded, checks entered, installments processed, and skipped jobs.What can you do with this report?

What can you do with this report?

You can see what transactions were entered for the customer based on the date range you enter.

Shows the customer’s balance for the date range that you choose.

Where can you find this report?

You can find this report under Reports>Customer Reports>History.

What does this report show you?

Line #: The sequence number for when the line item was enteredDate: The date entered when posting the line item Amount: The amount that was chargedCode: Every line item has a code (see below)

  • B or N = Balance
  • C = Credit
  • D,L,M = Debits
  • % = Service Charge
  • 0 = Current
  • 3 = Over 30
  • 6 = Over 60
  • 9 = Over 90

Description: The name of the transaction recorded
Begin Bal: This column shows what your receivables were as of the last billing.Debit: This column shows all actual debits made to your customers' accounts since the last billing. Usually, this is how much additional work that has been done to date.
Sales Tax: This column shows the figure for all sales tax that will be paid to the state.
Srv. Charge: This column shows the fee for service charges that will be applied.
Credits: This column shows which credits have been received since the last billing and how these have been applied to the accounts receivable.

How does it narrow down (filter) the customer's history?

Customer #: Set this to the range of customers you are pulling the report for. (For all customers, select 1 to 9999)
From/To Date: The date range you want for the report
Show Job Value: This value represents the sum of the amounts from the Charge per field in Job Records that were posted as done in Record Work, and which meet the following criteria: 

The customer is a contract customer
The job is part of the contract
"Done to Date" does not exceed max jobs per year

Show Man Hours: This value represents the sum of the labor hours that the job was estimated and budgeted to take.
Only Credits and Debits: With the filter selected, the report will only show credits and debits.
Include Contract Jobs: With this filter selected, the report will include all contracted installments jobs.
Include Skipped Jobs: With this filter selected, the report will include any jobs that have been skipped.
Sort by Date: Allows you to sort the report by ascending or descending dates.

Source Report

Summary

The Source Report lists total revenue prices given for customers by date range including customers on hold & project totals. If a specific source is not selected before running the report (leaving the pull-down menu blank), it will by default select all options for the source. The prices are then totaled together on the last page for all the sources selected. This report outputs the information to your screen first and then allows you to print.

What can you do with this report?

View total revenue by source to see which marketing method is most effective.

Where can you find this report?

You can find this report under Reports>Customer Reports>Source Report.

What does the report show?

Source: The source that you got the customer from (referral, website, etc.)Customer #: The customer number assigned to that customerName: The name of the customerJob Charge: Total prices for customers listed in each Source category

How does it narrow down (filter) the source of customers?

Start/End Date: Displays the date range for the report Source: The source that you got the customer from (referral, website, etc.)

Include Customers On Hold: Check this to include customers that have been placed on holdPrint Option: A Detailed Source Report or a Summary of the Source Report with a smaller condensed summary of the detailed version

Account Receivable Report

Note: This report only shows for those that bill out of CLIPitc without using QuickBooks. For those billing using QuickBooks, you will want to use the Accounts Receivable report inside QuickBooks. 

Summary

The Accounts Receivable Report shows any money owed to you by your customers for goods or services that have been delivered or used but not yet paid for. Accounts Receivables are created when a customer purchases your goods or services but does not pay for them at that time.

Businesses with accounts receivable typically issue invoices for their products or services at a later date. Accounts receivable is recorded in a business's accounting data as an asset. If a business has too many accounts receivable, it may not have the cash it needs to pay its bills. It's important to manage accounts receivable in order to maintain strong financial business health.

What can you do with this report?

Find out where the company's money is going!

Where can you find this report?

This report can be found under Reports, Customer Reports, Accounts Receivable.

What does the report show?

Account No: Displays the customer's Account Number.Customer Name: Displays the customer's Property Name.Days Overdue: Amount of days the customer has not payed off the balance in full. This figure represents a past due amount for the customer.Amount: The amount of money the customer has that is considered overdue.

How does it narrow down (filter) accounts receivable?

There are currently no filter options for this report!

Sales Tax Report

Summary

This report will give the company a report so you can see what Sales Tax was processed from billing. Based on the sales tax areas or items setup, this will give the company a sales tax report showing how much sales tax was processed.

Note: This is a report for companies that are using CLIPitc for billing without QuickBooks.

What can you do with this report?

See what sales tax was processed for the billing period.

Where can you find this report?

This report can be found under Reports>Customer Reports>Sales Tax Report

What does this report show?

Num: Customer numberName: Customer name who is being charged for sales tax.Date: Date that sales was applied on.Description: Description applied to sales tax.Taxes: Amount that was charged to the customer for sales tax.St: State for applying sales tax.

How does it narrow down (filter) sales tax?

From Date/To Date: Displays the date range for the report. Filters by the Tax List that is setup under Customize tab, Tax List section.

Sales Report

The Sales Report shows you a list of sales that have been made during the course of time you set in the filters when building the report. 

Summary

This report shows new jobs that have recently been added to customers. This report will give information for jobs that have recently been sold to a customer. 

What can you do with this report?

Use this report if you have a sales person on staff helping the company sell your services and to keep track of recent sales for the company.

Where can you find this report?

This report can be found under Reports>Customer Reports>Sales Report

What does this report show?

Crew #: Number of the crew or crew members that were on the job.Cust #: Number of the Customer's account.Cust Name: Property name of the Customer.Property Name: Name of the Customer's Property.Property Address: Address for the Customer's Property.Date Serviced: Date that the job was done on.Job #: Number of the job.Job Material/Description: Description for the Job Material that was applied to the job.Item: The QuickBooks item that is assigned to this job.Quantity: The Quantity is how much of the material is being applied to the job.Rate: The Rate is at what rate of the material is being applied to the job.Subtotal: This subtotal represents the total of jobs in this particular filter or range of jobs.Total: This total represents the entire total or amount of the particular jobs for the entire report.

How does it narrow down (filter) sales?

There are no additional filters available for the Customer Sales Report.

That does it for Customer Reports. If you've not found the data you need in this series of reports please check out the Custom Reports tab and create your own custom report!

Job Reports

Crew/Route Report

Summary

The Crew/Route Report is specified by a crew range to give details on when, where, & other info outlining the work that the crew has performed.

What can you do with this report?

View details about a which crew is scheduled to do a specific job

Change information having to do with the crews or jobs. 

Where can you find this report?

This report can be found under Reports>Job Reports>Crew/Route

What does this report show you?

Number: The crew's number
Name: The customer that the crew worked for
Job name: The name of the job that the crew performed
Property Address: The address of the property where the job was done
Route: The routing sequence number
Next: The next scheduled visit date
Freq: This is the number of days between jobs

How does it narrow down (filter) the customer's history?

Filters: Crew
Range: The crew range you are pulling for the report
Only Active Customers: Check this box to include only active customers
Include Jobs On Hold: Check this to include jobs that are on hold
(You can sort the report by Route Number, Crew and Route, Street Name, Crew and Street, or Crew and Zip)
You can order the report either in ascending or descending order.

Job Costing Report

Summary

The Job Costing Report helps you find out which customers are the most profitable. It shows you how much money you made on each customer/job based on how much you charged the customer and how much time it took to do the job for the customer.

You can use this report for adjusting customer pricing for next season, and this is the key to finding out if your customers are profitable.

What can you do with this report?

See which customers are most profitable per dollar per hour.
See which jobs are most profitable per dollar per hour
See which areas are most profitable per dollar per hour
See how much your travel time is costing you
Know which customers need to have their prices adjusted
Know which areas to expand into as a business (pull the report by job)
Know which customers to treat well, based on their profitability

Where can you find this report?

This report can be found under Reports>Job Reports>Job Costing Report

What does this report show?

Date: Date that the job was done
Done #: The time that the job was done (1 would be the first time, 2 would be the second, and so on)
Budget Time: Time that the job was budgeted to be done. This number comes from the Man Hour Rating under the Jobs tab under the select customer
Actual Time: The actual amount of time that it took to do the job. This is based on the Start/Stop time that you entered when you marked the job as done
Diff: The difference between the budgeted time and the actual amount of time that the job took
Charge: How much you charged the customer for the job
Job Value: Amount or value of the job.
Material Cost: Material cost that is associated to the job.
Travel: Travel time that was configured while recording the job as done.
Average: $/hour: Average $'s per hour of the job.
Avg. Hrs: Average hours that the job took.

How does it narrow down (filter) the job's cost?

Crew # Range: Narrow by crew
Customer # Range: Narrow by Customer
Job #: You are able to select any number of jobs in any configuration you'd like.
Start Date: Filter by job start date

Pre-Service Notifications Report

Summary

This report shows a call ahead.

What can you do with this report?

Track which customers you have sent or would like to send a pre-service notification to.

Where can you find this report?

This report can be found under Reports>Job Reports>Pre-Service Notifications Report

What does the report show?

Date Printed: Date this report was printed on.Customer: This shows the customers who is setup for the notification.Property Name: This shows the property name of the customer who is setup for the notification.Job Name: This shows the job name of the customer who is setup for the notification.Start Time: This shows the start time of the job.Job #: This shows the job number.Man Hours: This shows the man hours setup on the job that is setup for the notification.

How does it narrow down (filter) pre-service?

Crew Range: This allows you to select a specific crew range for this report
Job Numbers: This allows you to select certain jobs for this report
Date Range: This allows you to select a specific date range for this report

Materials Report

Summary

The Materials Report shows a list of jobs that have Materials/Chemicals that have been posted for the given date range.

What can you do with this report?

See how much chemical/material has been used (does not include active quantity to print out on the report. For Chemicals see the chemicals report, or programs and rounds section).

See which customers have specific materials/chemicals and when they were applied

Where can you find this report?

This report can be found under Reports>Job Reports>Material Reports

What does this report show?

Part #: The part number assigned to the material/chemical
Part Name: Name of the material/chemical
Qty: Total quantity of the material/chemical
Qty Type: Shows the measurement unit for the quantity (e.g. CubicYd, SquareFt)
Date Used: Date the material/chemical was used for the job (posting date of job)
Customer #: Customer number where the material/chemical was applied
Customer: Name of customer where the material/chemical was applied
Property address: Address where the material/chemical was applied
City: City of the customer's property
Zip: ZIP Code of the customer's property
Crew #: Number of the crew that applied the material/chemical
Job #: Number of the job that the material/chemical was used for

How does it narrow down (filter) the materials?

In the header of each column is a search bar that you can use to filter content.
You can also click the header of each column to sort the columns by that category.

That does it for Job Reports. If you've not found the data you need in this series of reports please check out the Custom Reports tab and create your own custom report!

Employee Reports

Efficiency Report

Summary

The Employee Efficiency Report gives you efficiency information by employee. The Efficiency Rating at the bottom of each employee is broken down by efficiency during payroll hours and efficiency based on man hours.

What can you do with this report?

Show the efficiency of the production crews and the members of each crew

Get an idea of how much money each employee is bringing in for each hour they are on your payroll

Allows you to see the jobs worked by each employee (depending on date range)

Where can you find this report?

This report can be found under Reports>Employee>Efficiency Report

What does this report show?

Crew Section-
Name: Displays the customer's name
Date: Displays the date that the job was done
Job Name: Displays the name of the job that was done
GL Amount Less Material: Amount paid for the job (for contract jobs, it is the job value minus material cost)
Budgeted Crew Man Hours: Amount of man-hours budgeted for the crew for that day
Actual Crew Man Hours: Amount of Man Hours the crew actually took to do the job
Average Dollar Per Employee: Average dollars per employee (GL Amount divided by # of crew members)
Total For: Totals for GL Amount, Budgeted Crew Man Hours, and Actual Crew Man Hours based on a specific date

Employee Section-

Employee Name: Name of the employee
Budgeted Personal Man Hours: Man hours for one employee specifically (not calculating for entire crew)
Actual Personal Man Hour: Actual man-hours for specific employees
Payroll Hours: Hours clocked in for payroll
Total: Totals for actual man hours, payroll hours, and revenue
Efficiency Rating (Actual/Payroll): Efficiency percentage of actual personal man hours divided by payroll hours
Efficiency Rating (Budget/Actual): Efficiency percentage of budgeted personal man hours divided by actual personal man hours
Revenue/Payroll Hour Rating: Dollar amount of Total Revenue divided by personal payroll hours
Revenue/Budgeted Hour Rating: Dollar amount of Total Revenue divided by personal budgeted hours
Revenue/Actual Hour Rating: Dollar amount of Total Revenue divided by actual personal man hours

Summary Section-

Job Period: Displays job period information (start date/stop date)
GL Amount Less Materials: Total amount (or value for contract jobs) of the jobs minus material cost (GL)
Budgeted Crew Man Hours: Total amount of man-hours budgeted for the jobs based on the number of people on the crew that day
Actual Crew Man Hours: Total amount of man hours the job actually took
Average Dollar Per Employee: Average dollars per employee (GL Amount divided by # of crew members)
Efficiency Rating (Actual/Payroll): Efficiency percentage of actual total man hours divided by total payroll hours
Efficiency Rating (Budget/Actual): Efficiency percentage of budgeted total man hours divided by actual total man hours
Revenue/Payroll Hour Rating: Dollar amount of Total Revenue divided by total payroll hours
Revenue/Budgeted Hour Rating: Dollar amount of Total Revenue divided by total budgeted hours
Revenue/Actual Hour Rating: Dollar amount of Total Revenue divided by actual total man hours

How does it narrow down (filter) the efficiency?

Start/End Date: This option allows you to set the start and end date of the report and can be sorted as such.
Crew Range: This option allows you to select a specific crew range for the report
Show Inactive Employees: This option allows you to show any employees that may have been deactivated during the time period
Employee #: This option allows you to select a specific employee for the time period (leave this blank to include all active employees)
Detail/Summary: If Detail is selected, each day will print out with each specific job that had been done. If Summary is selected, no history will be displayed on the report, only totals

Employee Hourly Efficiency Report

Summary

The Employee Hourly Efficiency Report gives efficiency ratings (percentages) by date range/employee

Where can you find this report?

This report can be found under Reports>Employee>Efficiency Report Hourly

What does the report show?

Date Range: This will show the start date and end date of the options on the previous screen
Crew Range: Displays the crew range selected on the previous screen
Employee Name: Displays the employee's name
Date: Displays the date of the time entries
Budgeted Man Hours: Amount of man-hours budgeted for the day based on the man hour rating of the jobs
Actual Man Hours: Amount of man hours that were recorded for this employee for the specific day
Paid Hours: Hours the employee was on the clock
Actual vs Budgeted: Efficiency percentage of budgeted personal man hours divided by actual personal man hours
Actual vs Paid: Efficiency percentage of actual personal man hours divided by payroll hours
Budgeted vs Paid: Efficiency percentage of budgeted personal man hours divided by payroll hours

How does it narrow down (filter) the hourly efficiency?

Start/End Date: This option allows you to set the start and end date of the report
Crew Range: This option allows you to select a specific crew range for the report
Employee ID: This option allows you to select a specific employee for the time period (leave this blank to include all active employees)

You may also sort by-

Date: The first date that has recorded jobs in the crew range will display first, then the next date, etc..
Sort On Actual vs Paid: Sort the reports out in order of actual time that the employee was working on a job versus the amount of time that you paid the employee to work.
Detail/Summary: If "Detail" is selected, each day will print out with each specific day that has hours recorded. If "Summary" is selected, no history will be displayed on the report, only totals.

Payroll Report

Summary

The payroll report will give you the pay hours for your employees. The total pay hours will appear at the bottom of the Pay Hours Screen

What can you do with this report?

Allows you to quickly look over pay hours to find discrepancies.

This can be printed for data entry into your payroll program or sent to a payroll company.

What does this report show?

Employee Name: Display employee name.Emp Type: Employee type fields identifies the employee ( labor, production, worker, etc ) to a specific duty or job that they perform for the company.Pay Freq: How often does the employee get paid.Rate/Sal: What is the pay rate.Hours/Credits: Labor hours/credit hours the employee has worked.OT Hours: Overtime hours the employee has worked.Comments: This is a section for comments or notes to leave for the office/payroll company regarding this employee.

How does it narrow down (filter) the payroll?

Start Date/Stop Date: This option allows you to set the start date and stop date of the report.
Pay Based on time clock: This option gives the pay based on the stop/start time entered.
Pay based on budgeted man hours: This option gives the pay based on the budgeted man hours.

Route Sheet

Summary

A Route Sheet is a printable preview of the work that a crew or crew members need to get done. This sheet can also be called a Work Order.

Where can you find this report?

Route Sheet can be found in two different places: from Reports>Route Sheet or from Daily>Print Route Sheet

What does this report show?

Depending on which layout chosen during the filter options, route sheets in CLIPitc show a header at the top and the job information below.

How does it narrow down (filter) the efficiency?

Phone Number: Phone number of the customer
Next Visit: Next scheduled visit date of the customer's job
Route Number: Route Number assigned to the customer's job

You may also sort by-

Crew and route: Sorts by crew number first then route number
Customer Name: Sorts the jobs by Customer name

Reprint Statements

SummaryThis report will allow you to reprint any statements you've generated for your customers.

Note: This option is only for companies that bill out of CLIPitc without using QuickBooks and want to reprint statements from the billing process.

Where can you find this report?

Route Sheet can be found in two different places: from Reports>Reprint Statements

Crew Route Map

Summary

The Crew Route Map report shows the crew specified on a google map inspired route. This way companies will be able to view where the crew is going on a map.

Where can you find this report?

This report can be found under Reports>Employee>Crew Route Map

How does it narrow down (filter) the efficiency?

Date: Specified date to show the scheduled jobs for.
Crew #: Specified crew number to show the route map for.

That does it for Employee Reports. If you've not found the data you need in this series of reports please check out the Custom Reports tab and create your own custom report!


If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com. We are more than happy to answer any questions you may have.

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