Volume by Job Type Report Overview

The Volume by Job Type Report provides insight into the total volume handled across your different job types. It helps you understand how much volume is recorded for different services, compare volume, and identify where your team is spending the most time. This report is especially useful for spotting volume trends, comparing performance across job types, and making operational adjustments to keep your business running efficiently.

Some common examples of how this report can be used are:

• If you are a Portable Toilet business that uses units of measurements on jobs to have technicians track gallons pumped on service jobs
• If you are a Roll-Off Dumpster business that uses units of measurements on jobs to have technicians track tonnage on pick-ups and swaps.
• If you are a Septic or FOG company that uses septic jobs with units of measurements to track volume pumped.

Before You Start

• You must select at least one Job Type for the report’s graphs and table to populate.
• Only completed jobs are included in the report results.
• To see if you have access to this report in ServiceCore, please check out this article on user permission levels.

Key Features

• Summary Graphs: Displays the total number of jobs and total amount pumped by drivers. 
• Filtering Options: Users can filter results by selecting a date range, job types and statuses, unit of measure, and additional filters.
• Details Table: Provides additional information about the jobs completed including the driver, disposal site, and volume.

Run the Volume by Job Type Report

1. Click “Reports” in the top menu.
2. Scroll down and find Volume by Job Type listed under Operations Reports.
3. Click the name of the report or the “Open Report” icon to open and run the report.

Volume by Job Type Report Filters

Report Filters

On the right-side of the report, there are options to  select a timeframe and filter results.

• Completed Date: Filter jobs by their completed date. This defaults to the current week.
• Units of Measure: Narrow results to only show jobs containing specific units of measurement.
• Disposal Site: Filter results by disposal site.
• Territory: Narrow to only show jobs completed within a specific territory.
• Division: Filter the report by division.
• System Type: Narrow results to only show completed jobs for a system type.
• Customer: Filter to show completed jobs for a specific customer.
• Site Number: Filter results by site number.
• Site Name: Narrow the report by site name.
• Company Name: Narrow list of jobs by company. 
  • This filter is only applicable if you manage multiple companies in ServiceCore.

Select Job Types 

Once you have made your filter selections, the next step is to select job types, listed under Job Type Name. You must select at least one job type for the graphs and table in the report to populate.

Please Note: The job types that are listed are based on your selected timeframe and filters, so you might not see all of your different job types.

After checking the boxes next to Job Types to include, the report will automatically update with two graphs and a details table.

Volume by Job Type Report Summary Graphs

After selecting job types to include in the report, two graphs will load towards the top of the report. 

This section provides key insights, including:

• Volume by Disposal Site
  • This pie chart shows a breakdown of the usage of different disposal sites. This makes it easy to see whether most of your volume is going to a single site or spread across several. 
• Volume by Driver
  • This bar graph provides a visual comparison of the pumping volume of your technicians. Use this graph to see if workloads are balanced or if one technician has too high a share of certain job types.

Details Table

This section shows important information for each job included in the report. Here you’ll find specifics for each job like total volume, technician, disposal site, and completion date.

TIP: Each Job Number is hyperlinked, so if there is a job listed that you would like to edit, or just take a closer look at, you can hover over the job number and click the associated link to open the completed job.  

Sort a Section of the Report

After using the filters based on your preferences, you have additional options to sort the data that is presented in the report in the different report sections. 

To sort the report summary graphs sections:

1. Hover over the section so a menu appears in the top right corner of the section.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Sort.”
4. Select your “Sort By” preference.

The table in the report works a little differently as you can use the headers of the columns to sort.

To sort sections using the column headers:

1.  Click the options icon next to the header.
2. Select your sort preference or click the gear icon for additional options.
   • Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Invoiced Volume column will sort numerically while the Driver column will sort alphabetically.

Export or Send the Volume by Job Type Report

Export the Report

Once you have a section of your report displaying the information you want, you can download it for your records. 

1. Hover over the section so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”
4. Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
   • When exporting as a PDF, you can choose Portrait or Landscape layout.

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading a section of the report to your computer, you can also email a section.

1. Hover over the section so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”

4. Click “Export…” at the bottom of the list under the Send section.
    

   
    

5. In the pop-up that appears, click the “Email” icon.
    

   
    

6. Enter the email address of the recipient.

7. Click “Export” to send an email with the report attached.
    

   

Please Note: On the final screen, you can also customize the email subject, select specific attachments and file types, or send the report as a .zip file.

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!