Learn which reports you can get from the AskCody Services Finance & Reporting module
The reports and data you can get from the Services Finance & Reporting module in the AskCody platform are heavily customizable and can provide powerful reports and insights both for accounting and Service Management functions about Service Provider demand, expenses, Cost Center activity, Items requested and Meeting Kinds the provider serve. To get the most out of your reports, you should have set up Cost Centers, meeting types and prizing on items.
In this article we will highlight the possibilities to get the reports and which metrics about Service Providers are available for reporting. You can manipulate the data in the reports yourself, or use it in your ERP system with the Services API.
How to generate Service Finance reports
You can generate two different reports from the Finance & Reporting tab:
The first report is a condensed report where you choose what type of requests you want to see based on statuses (pending, accepted, rejected, readied, completed, rejected). This report will show the following data about all requests handled by the Service Provider: ID, Date, Time, Cost Center, Meeting Kind, Price, Organizer, Subject, and your customized Custom Properties if you have enabled them to be shown in exports.
Get the report by:- Sign into the Management Portal
- Click on Home and choose Services
- Click on the menu Finance and Reports
- Click on Search for Reports.
- Choose time internal and statuses
- Click Export
The report is in CSV-format. If you wish transform the data into separate columns, follow this guide.
The second report is a detailed report with all above information, but additionally you will be able to see details about the requests handled such as: Item Names, Item quantity, VAT category, VAT code, and Meeting Location.
Get the report by:
- Sign into the Management Portal
- Click on Home and choose Services
- Click on the menu Finance and Reports
- Click on Search for Reports.
- Choose time internal and statuses
- Click Export
The report is in CSV-format. If you wish transform the data into separate columns, follow this guide.