Build Custom Reports

Pool Office Manager's Custom Reports feature allows you to create personalized reports that track the specific metrics important to your business. This guide explains how to build, schedule, and use custom reports.

Accessing Custom Reports

Navigate to **Reports** from the left sidebar, then select the **CUSTOM REPORTS** tab to view and manage your reports.

Dashboard vs Custom Reports

POM offers two reporting options:

Dashboard Tab:

- Pre-built metrics at a glance

- Appointments Completed

- Open Appointments Assigned

- Average Service Time

- New Customers

- Type of Appointments Breakdown (donut chart)

Custom Reports Tab:

- Build your own reports

- Schedule automatic generation

- Filter by specific criteria

- Export data as needed

Creating a Custom Report

Step 1: Start a New Report

Click the **Create Report** button in the Custom Reports section.

Step 2: Select Report Type

Choose from available report templates:

- Service Reports

- Customer Reports

- Billing Reports

- Appointment Reports

- Inventory Reports

Step 3: Configure Filters

Set your report parameters:

- **Date Range** - Select the time period for data

- **Technician** - Filter by specific workers

- **Service Type** - Include specific service categories

- **Customer Tags** - Filter by customer tags

- **Status** - Filter by completion status

Step 4: Choose Data Columns

Select which fields to include in your report output.

Step 5: Save the Report

Give your report a descriptive name and save it for future use.

Scheduling Automated Reports

Custom reports can be configured to run automatically:

1. Open an existing custom report

2. Click **Schedule** or **Automate**

3. Set the frequency (daily, weekly, monthly)

4. Choose recipients for email delivery

5. Save the schedule

Using Report Data

Export Options

- **CSV** - Download for spreadsheet analysis

- **PDF** - Generate printable reports

Report Analysis

Use reports to track:

- Technician productivity

- Service completion rates

- Revenue by service type

- Customer growth trends

- Inventory usage patterns

Best Practices

Report Organization

- Use clear, descriptive names

- Group related reports together

- Archive outdated reports

Data Accuracy

- Verify date range selections

- Check filter settings before running

- Compare against raw data periodically

Regular Review

- Schedule weekly performance reviews

- Track month-over-month trends

- Share insights with your team

Troubleshooting

Report shows no data:

- Check date range settings

- Verify filter criteria aren't too restrictive

- Ensure data exists for the selected period

Report takes too long:

- Narrow the date range

- Reduce the number of data columns

- Run during off-peak hours

- Billing Workflow

- Starting and Completing Jobs

- Managing Users and Permissions

Video Walkthrough

Watch: creating and running custom reports — for example, a saved report of all customers on a "Cleaning - Weekly" service with their price, ready to re-run any time.