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.
  2. Set Time Selection: Year-to-date
    Measure: Number of Job Activities by Activity Date
  3. Add Filter: Activity Type is Install
  4. Add Display Field: Month and then click Apply.
  5. Save your Report for quick access in the future.