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.
- Go to Reports > +Create.
- Set Time Selection: Year-to-date
Measure: Number of Job Activities by Activity Date
- Add Filter: Activity Type is Install
- Add Display Field: Month and then click Apply.
Here is what the report might look like - hopefully with much higher numbers in real life!
Save your Report for quick access in the future. For more information on saving Reports, see Related Articles below.