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Feature #8453
closed
BS
BS
Chip's Report (service revenue + tech leaderboard)
Feature #8453:
Chip's Report (service revenue + tech leaderboard)
Start date:
09/21/2026
Due date:
% Done:
100%
Estimated time:
Description
A specialized report for Chip.
Shows service revenue per technician, a tech leaderboard, trends over time, and a historical detail table.
Files
BS Updated by Brian Jay Sio 25 days ago
- Target version set to Version 2.0 — Reports, Users
BS Updated by Brian Jay Sio 16 days ago
- Status changed from To Do to UAT
- % Done changed from 0 to 100
BS Updated by Brian Jay Sio 15 days ago
Testing Steps:
- Go to https://mowery-web.fxprofessionalservices.com/
- Click Reports
- on the upper right, you will a see a button Chip Report
- When inside the Chip Report you will see the graphs and data exclusive for Chip
- Play around with filters
Acceptance Criteria:
- Link correctly navigates to Chip's report
- Filters are working properly
JL Updated by Joy Llenos 9 days ago
- File Screenshot 2026-10-07 at 7.23.18 PM.png Screenshot 2026-10-07 at 7.23.18 PM.png added
- File Screenshot 2026-10-07 at 7.23.50 PM.png Screenshot 2026-10-07 at 7.23.50 PM.png added
- File Screenshot 2026-10-07 at 7.24.02 PM.png Screenshot 2026-10-07 at 7.24.02 PM.png added
- File Screenshot 2026-10-07 at 7.24.11 PM.png Screenshot 2026-10-07 at 7.24.11 PM.png added
- File Screenshot 2026-10-07 at 7.24.21 PM.png Screenshot 2026-10-07 at 7.24.21 PM.png added
- File Screenshot 2026-10-07 at 7.27.41 PM.png Screenshot 2026-10-07 at 7.27.41 PM.png added
Confirming the the "Chip's Report' is visible in the upper right,
User can view the "total Service Revenue, Active Service Agreements, and Service Agreement Opportunities.
There is also a graph of the monthly leads to Sales conversion. User can also review the tech leaderboard with its graph from the most completed calls by technician, service type & volume Trendand the service history.
Also noticed that the search button and the pagination is working.
Please see attached screenshot.
JL Updated by Joy Llenos 9 days ago
- Status changed from UAT to Complete
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