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Service Order Revenue Reporting

  • May 7, 2025
  • 3 replies
  • 67 views

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What is everyone using for reporting within Service to show revenue by service order?  Either report designer reports or GIs.  Our partners seem to be waffling--one day we hear that there are lots of service order profitability reports, and then we get on a call and the only thing they can show us is the Profitability tab within each service order.

We want to be able to roll it up by branch, by customer class, by tech (we do have a custom field for lead tech, so there’s just one “lead” tech per service order that we would roll things up by).

Best answer by McAuley

Hi

We created various GI’s and then pulled them into Power BI.  This has allowed us to see service activity down to specific target equipment or by customer or over time.

The team find the filtering and drill down easier in Power BI. Charting is also easier.

 

3 replies

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It sounds like you want a Generic Inquiry with all your data, then Pivot it to your roll ups.

 

This allows you to drill down in the GI and print reports by Tech or Branch but get a nice visual with all your data.  

 

 

 


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  • Freshman II
  • Answer
  • May 7, 2025

Hi

We created various GI’s and then pulled them into Power BI.  This has allowed us to see service activity down to specific target equipment or by customer or over time.

The team find the filtering and drill down easier in Power BI. Charting is also easier.

 


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  • Author
  • Semi-Pro I
  • May 7, 2025

So based on the initial responses, it sounds like nobody is using anything that is stock in the system--either a GI or report?