Overview
The Supermove platform gives you visibility to a handful of default reports and organizational metrics. Much of this information can be filtered and even downloaded for you to further analyze. This page provides a big-picture guide on the default reports, how to use them, and how your experience can be further customized.
Accessibility
The Reports feature is only visible to Office App users that have their Supermove Role listed as Admin - All Features Enabled. Users with the Supermove Role of Manager or Salesperson have the Reports feature hidden from their interface. If you'd like to adjust and update a user's permission to Admin, please go to Settings >> View/Edit Staff >> then click the Pencil icon next to a user's name and see a pop-up window that looks like this:
Global Report Explanations
Your Supermove experience comes with a handful of out-of-the-box reports for you to immediately use. Here are a few explanations and common applications for these reports:
Moves Revenue
The Moves Revenue dashboard provides visibility on the total revenue from your projects. You can filter for specific timeframes, types of projects, the status of those projects, and specific project tags.
In addition, your results can be retrieved and downloaded as a CSV or PDF file by clicking the download button in the top right-hand corner of the Projects table.
Payments
Need to monitor the flow of your earned revenue? The Payments report surfaces all transactions for your jobs in your Supermove account. You can filter by time period, project type, and payment type, while also gaining access to an itemized breakdown of each transaction.
Move Invoices
Particularly helpful if you conduct moves that are not Cash On Delivery, this report provides a spotlight on your accounts that have open balances. You can then use the tables listed on this report to navigate directly to those overdue jobs, follow up with the customer, and work on collecting the final payment.
Storage Invoices
If you offer storage services, you will gain access to this Storage Invoice report. Similar to the Move Invoices report, this dashboard will give you visibility on the statuses of your storage customers and their recurring invoices.
Customizing Reports
If you find that your Supermove experience could be enhanced with additional reporting or visibility into specific data points, we may be able to support you with a custom report. Examples of commonly requested reports include:
- Visibility into projects with unpaid balances
- Listings of supplies and materials sold or used on jobs
- Lists of customers with contact information for outreach campaigns
- And more!
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