Custom Reports Setup
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- Archive outdated reports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
## Related Articles
- Billing Workflow
- Starting and Completing Jobs
- Managing Users and Permissions