ServiceCore Pro Plan offers enhanced reporting capabilities through Pro Reports, giving users with the appropriate roles and permissions the ability to copy reports, customize them, and schedule automatic deliveries. These features make it easier to manage your data, streamline workflows, and ensure the right people receive the reports they need.
Before You Start
- These features are available only to Pro Plan users and can be applied to all reports, including standard reports and Pro Reports. Get in touch with our team to learn more about the Pro Plan.
- To see if you have access to reports in ServiceCore, please check out this article on user permission levels.
Copy a Report
Copying a report allows you to create a new version without affecting the original. This is helpful when you want to experiment with filters, adjust layouts, or reuse an existing report as a template.
To copy a report, follow these steps:
- Click “Reports” in the top menu.
- Locate the report you want to copy.
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Click the “Copy to My Reports” icon.
- In the window that appears, change the Report Title.
- TIP: Keep the name of the original report and add the report’s purpose or customizations in parentheses.
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Click “Confirm.”
After copying a report, it will be listed in the “My Reports” section of your reports.
Edit and Customize a Report
Editing or customizing a copied report in My Reports allows you to adjust the data, columns, filters, and layout to meet your business needs. This ensures your reports highlight the information most important to your team.
To edit and customize a copied report, follow these steps:
- Navigate to the “My Reports” section of your reports.
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Click the name of the report or the “Open Report” icon to open and run the report.
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After the report loads, scroll to the bottom of the report and click “Edit” in the bottom-right corner.
- While editing the report, right click on any column or table header to access modification options where you can:
- Sort: Organize data in ascending or descending order.
- Filter: Narrow down data based on specific criteria.
- Add Column: Introduce new data fields to the report.
- Rename: Change the name of a column to something more descriptive.
- Remove from Grouping: Remove the column.
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Move to: Adjust the placement of columns within the report.
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After making your changes, click "Publish" in the bottom-right corner to save and apply your updates.
After saving your changes, your report in “My Reports” will display your customizations each time you run the report. If you would like to make more edits, simply follow the steps again. There are no limits to the number of edits you can make to a report.
Schedule a Report
Scheduling a report automates delivery, so you and your team receive updates without manually running the report. This is ideal for recurring check-ins or keeping stakeholders informed.
To schedule a report, follow these steps:
- Navigate to the “My Reports” section of your reports.
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Click the name of the report or the “Open Report” icon to open and run the report.
- After the report loads, scroll to the bottom of the report and click the options menu in the bottom-left corner.
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Click “Schedule exports…” in the menu that opens.
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In the window that appears, you’ll see a list of any existing schedules for this report. To create a new one, click the "Create new schedule” button.
- Please Note: Depending on the report, you may need to scroll up to see this window.
- Enter the email address(es) of where the report should be sent under Recipient.
- Update the Subject and Message for the email. (Optional)
- Select what you would like to send as an Attachment. Report is selected by default and is a common choice.
- Select the file format, either a PDF or Excel.
- You can choose Portrait or Landscape layout for PDF.
- Select the Frequency of how often you’d like to send the report. Options include Daily, Weekly, Monthly, or custom schedules.
- Depending on your selection, additional options will appear to further customize your scheduling.
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Choose a Send option.
- To learn more about using “if a condition is met,” see the Advanced Scheduling Settings section below.
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Click “Create” to schedule.
Advanced Scheduling Settings
For more precise control of when you send a report, select “if a condition is met” for “Send” highlighted in Step 11 above to access advanced scheduling options. This allows setting specific conditions under which the report will be sent, such as sending a report every Monday if a rental is created without a recurring invoice. It's advisable to test your condition to ensure it matches the desired criteria before proceeding.
After selecting “if a condition is met,” a menu will appear where you can create your condition
- Send: Select between if a condition is met, if there’s no data, or if there’s data.
- In data element: Choose which tab, table, etc. you would like to trigger the report send from.
- Check If: Select either Any and All Values.
- In column: Choose which column you would like to trigger the report send from.
- Is: Select between values such as Equal to, Null, Contains, and Starts With.
- Value: Enter the Value that would trigger the report send. This works directly with your other selections and is what the condition logic will be looking for.
- Stop notifying: Toggle on and select the maximum frequency you would like the report to be sent.
After creating your condition, click “Test Condition.” to test the condition you created and make sure there’s data that meets your condition’s requirements. The process will run and indicate whether there is data that meets your condition.
Manage My Reports
Within My Reports, you can rename or delete any report. Simply click on the “Delete Report" icon to delete a report or the “Rename Report” icon to edit the name.
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!