Sometimes there are business metrics you'd like to track that aren't easily summarized by the direct exports of data you can pull from ServiceTrade.  Utilizing spreadsheet formulas, pivot tables, and data visualization platforms can help you more easily determine key metrics, but often require an in-house IT department to create and maintain.  ServiceTrade's Services team has developed several pivot table spreadsheets to help you answer some important business questions.  Some of these are provided at no charge, as you can set them up yourself relatively easily.  Some come with a setup charge to have someone from ServiceTrade configure and customize the report for your company.

Note that you will need a Google Drive account in order to use any of these reports.  If you have any reports you would like to know if we can create for you that are not shown below, please reach out to us at support@servicetrade.com and we'll see what we can do.

Clock Event Summary Report via a Pivot Table (Free)

This example allows you to turn a ServiceTrade clock event export into a more advanced time summary report via the use of a pivot table in Google Sheets. You may view and copy this example pivot table for your own use.  Please follow the below instructions carefully or see video under the linked google sheet: 

  1. Explore the workbook (link below) which comes with sample data, to get a feel for how it works.
  2. Copy the document to your own Google account.
  3. Select all and clear the "Import Data Here" sheet.  This step is critical. 
  4. In ServiceTrade, search for a list of jobs you would like to report on based on any search criteria you want.  Click Export then choose Jobs with Clock Events.
  5. Back in Google Sheets, click "Import".  Choose the file that you exported from ServiceTrade.  Choose the option to replace current sheet, (NOT "replace spreadsheet") then choose "Comma"  for the separator character.  Click Import
  6. Enjoy your clock event summary (3rd tab - "Pivot Table Summary")

https://docs.google.com/spreadsheets/d/1gie5t9DgCVs43PzWnu7ZPioU8aQRdChhaeS2f0SZ_OY/edit?usp=sharing

NOTE:  We provide the above pivot table example as a courtesy and to give you ideas to get started with more advanced reporting.  We only provide it as a Google Sheet. General usage or technical questions on Google Sheets or Excel are beyond our scope of support.  Should we be equipped to address any questions or needs you may have related to Excel / Sheets, this would represent out-of-scope billable time.

Job Item Consumption Report via a Pivot Table (Free)

This example allows you to take a ServiceTrade job items export and create a summary of the items used by date via the use of a pivot table in Google Sheets.  This could be used to get a report of labor items entered by tech, summarized by day, for example.  It could also be used to quickly determine how many of each particular item was used in a time range.

You may view and copy this example pivot table for your own use.  Please follow the below instructions carefully: 

  1. Explore the workbook (link below) which comes with sample data, to get a feel for how it works.
  2. Copy the document to your own Google account.
  3. Select all and clear the "Import Data Here" sheet.  This step is critical. 
  4. In ServiceTrade, search for a list of jobs you would like to report on based on any search criteria you want.  Click Export then choose Jobs with Job Items.
  5. Back in Google Sheets, click "Import".  Choose the file that you exported from ServiceTrade.  Choose the option to replace current sheet, (NOT "replace spreadsheet") then choose "Comma"  for the separator character.  Click Import
  6. Enjoy your clock event summary (3rd tab - "Pivot Table Summary")

https://docs.google.com/spreadsheets/d/1wY7aM-I6Ce38304oNVBAvV-UAzUReI_aBxX-OiU5mJw/edit?usp=sharing

12-Month Revenue and Service Demand Forecasting Report (Contact Support for Quote)

This report uses a combination of spreadsheet formulas, a pivot table, and Google's Data Studio to provide a break-out of the next 12 months of estimated prices (revenue) and estimated duration (service demand).  The pivot table provides a tabular summary of the information, while the Data Studio project provides a chart visualization of revenue and service demand available in a web page view.

FAQ:

I don't see an Export button.  

  • Exports are controlled by permissions.  You may need to ask your manager to grant you this ability. 

Ok, I have an export but I don't want this column or that column

  • Delete the column using Excel or other spreadsheet software.

I can't open a CSV file after exporting from a list.  

  • CSV files should open in Excel or similar software.  If this does not occur, attempt to right-click (possibly ctrl + click if you are on a Mac) the file, then choose Open With, then choose Excel or similar software.

I don't have Excel or MS Office.  

  • Consider trying out Google Sheets, LibreOffice, or Apple Numbers.  These options are all free.
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