Service History Report
Last Modified on 05/20/2026 1:55 pm PDT
Pathway: Reports > Standard Reports > Accounts > Service History
The Service History report provides a comprehensive overview of all service activity for sites associated with an account. By specifying a time-frame, detailed work order data and site-specific totals are displayed. This layout allows for an easy comparison of service volume and costs across all locations linked to the account.
Report Parameters
Parameters are the specific criteria required to run a report, ensuring the system pulls only the specific data you need for your analysis.
| Parameter |
Value |
Account ID
Required
|
Filters the report to the account matching the Account ID entered.
|
Start Date
Required
|
Filters the report to only pull service history for the account requested on or after the date entered.
|
End Date
Required
|
Filters the report to only pull service history for the account requested before or on the date entered.
|
Charge Code
|
Filters the report to only pull the service history for the account requested for a specific charge code.
|
Run the Report
Follow these simple steps to run the Service History report for a given account.
- Enter the required report parameters:
- The Account ID of the account the report is for.
- The Start Date and End Date to define a time frame for the report to collect service history data from.
- Enter additional parameters to fine-tune the report:
- Select a Charge Code to restrict the report's data collection to the selected charge code's service history.
- Choose preferred output method by clicking one of the buttons:
- Run Report: Displays the results immediately in a new browser tab.
- Run as Excel: Exports the report directly into an Excel file for offline viewing and analysis.
- Create a Saved Template for faster use later.
-
After all parameters are set, click on the Save As button at the top of the screen.
- Enter a Name for the template and click Save.
- The option to make the template available to other users is provided by checking the Public Access check box. Otherwise, if left unchecked, the report is only available to the user account it was created under.
Understand the Report
Below is a sample report followed by a detailed breakdown of the data in the report.
Header / Footer
Displays your selected parameter values and the Account Name linked to the Account ID. Page numbers are also located at the top of every page. For audit purposes, the bottom of each page includes the name of the user who generated the report and a precise generation timestamp.
Report Body
The data in the report is broken up by Site. The Site ID and Site Address are displayed prior to the breakdown of services for that site. Totals are given by site and for all sites (Grand Total).
| Column |
Description |
| Scheduled Date |
The scheduled date from the work order.
|
| WO# |
The Work Order Number the service history data is associated with.
|
| Type |
The type of service rendered for the workflow.
|
| Workflow |
The work type that was performed for the service on the date listed.
|
| WO Charges |
The charge(s) that the service included.
|
| Gross QTY |
The quantity that was used and chargeable for the service.
|
| No Charge QTY |
The quantity that was used and not chargeable for the service.
|
| QTY |
The quantity used for/by the service.
|
| Rate |
The rate that is associated with the QTY.
|
| Amount |
The amount received for the service. This is calculated as QTY x Rate.
|
| Grand Total |
The totals calculated for each of the QTY, Rate and Amount columns.
|
Permissions
| Permission ID |
Permission Name |
| 155 |
Standard Account / Report |
