Sample Report: Number of Installs Per Month in a Year

It's easy to create a simple Report to show how many Installs were completed each month of a year. 

Note: we are looking at how many Install Activities were completed - not how many Jobs were completed. So if a single Job had five different Install Activities, each of the five activities will be counted for the month in which it was completed.


  1. Go to Reports > +Create.
    reports image
  2. Set Time Selection: Year-to-date
    Measure: Number of Job Activities by Activity Date

    Set criteria image

  3. Add Filter: Activity Type is Install
    Install Activity
  4. Add Display Field: Month and then click Apply.
    Choose Month for Report


Here is what the report might look like - hopefully with much higher numbers in real life!
Report View

Save your Report for quick access in the future. For more information on saving Reports, see Related Articles below.

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