Site Overview Report Overview

The Site Overview Report gives you a comprehensive view of all the sites in your ServiceCore account, helping you understand site activity, associated jobs, and rentals at a glance. Use this report to quickly assess how many sites you have and how many jobs and rentals are connected to the site so you can better manage operations and customer engagements across your business. 

Before You Start

• The report displays job details covering a range from one year prior to the current date through one year in the future.
• To see if you have access to this report in ServiceCore, please check out this article on user permission levels.

Key Features

• Summary: Provides an overview of all sites and their rentals, jobs, ongoing jobs, and completed jobs.
• Filtering Options: Users can filter results by selecting options such as whether the site has jobs connected and site type, city, and state.
• Site Details Table: Provides additional information about each site with a tab dedicated to viewing site contacts.

Run the Site Overview Report

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

Site Overview Report Summary

Once the report loads, you’ll see an overview of all of your sites with related jobs and rentals metrics. You can drag the map and zoom in or out to adjust the view as needed.

This section provides key insights, including:

• Sites: Total number of sites.
• Rentals: Total number of rentals connected to sites.
• Jobs: Total number of jobs connected to sites.
• Jobs in Progress: Total number of jobs that are in progress and connected to sites.
• Jobs Done: Total number of completed jobs connected to sites.

Site Overview Report Filters

On the right-side of the report, there are options to filter the report.

• Job Indicator: Select whether to show sites with jobs, without, or both.
• Customer Number: Filter results by customer number.
• Customer Name: Narrow report by customer name.
• Site Number: Narrow results by site number.
• Site Type: Filter report by site type.
• Site City: Narrow results by city.
• Site State: Filter report by state.
• Company Name: Narrow list of sites by company. 
  • This filter is only applicable if you manage multiple companies in ServiceCore.

Site Overview Report Tables

Site Details Table

In addition to the main summary towards the top of the report, the Site Details table provides additional information about each site including location, job history, and associated rentals.

Site Contacts Table

There is a Site Contacts tab that will provide a detailed breakdown of all the associated site contacts.

TIP: Each Site Number is hyperlinked in both tables, so if there is a site listed that you would like to take a closer look at, you can hover over the site number and click the associated link to open its site details page.

Sort a Table

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

To sort tables 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 Customer Number column will sort numerically while the Site Name column will sort alphabetically.

Export or Send the Site Overview 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!