Reports Tab

This lesson explains how to run financial reports on your ServiceLive transactions. This report details all completed Service Orders for a set period of time. You can use this report to help you reconcile the net payments you receive against the gross amount of your Service Orders. You can also use this report to analyze payments you received by a particular Buyer.

1. Navigate to     tab:
   • Click on    tab from Dashboard.
     
   • Click on    tab.
     
   • Reports tab displays.
2. Run Provider Payments Report by Service Order:
   This report is a summary of total gross payments per Buyer Firm that you have completed work for.
   • Click on radio button labeled “For all Buyers” for a report that contains all ServiceLive Buyers you have worked with in set determined time period.
   • OR click on radio button labeled “For Specific Buyers” for a report that contains only select ServiceLive Buyers you have worked with in a set determined time period.
   • Enter ServiceLive Buyer IDs in field.
     Note: You may enter up to 15 Buyer IDs (separated by commas).
     
   • Select appropriate radio button to run report by either Payment Date or Completion Date.
   • Click on radio button labeled “Calendar Year” to select a specific calendar year for report.
   • Click on drop down arrow labeled “Please Select” and select appropriate choice.
   • OR click on radio button labeled “Date Range” to select a specific date range for report.
   • Click on first field and select appropriate beginning report date from calendar.
   • Click on second field and select appropriate end report date from calendar.
   • Click on   button.
     Note: Reports are not immediately available.  Report requests are processed in the order in which they are received.
     
   • Report is queued in pending status.
     
3. View Report:
   • When report is ready for viewing, status will change to Completed.
     Note: You may need to refresh internet browser in order to see status change(s).
   • Click on       button to view report in web browser.
     
   • Report information displays in new window.
   • OR click on    button to view report in Microsoft Excel.
     
4. Run Provider Revenue Summary Report:
   • Click on radio button labeled “For all Buyers” for a report that contains all ServiceLive Buyers you have worked with in set determined time period.
   • OR click on radio button labeled “For Specific Buyers” for a report that contains only select ServiceLive Buyers you have worked with in a set determined time period.
   • Enter ServiceLive Buyer IDs in field.
     Note: You may enter up to 15 Buyer IDs (separated by commas).
     
   • Select appropriate radio button to run report by either Payment Date or Completion Date.
   • Click on radio button labeled “Calendar Year” to select a specific calendar year for report.
   • Click on drop down arrow labeled “Please Select” and select appropriate choice.
   • OR click on radio button labeled “Date Range” to select a specific date range for report.
   • Click on first field and select appropriate beginning report date from calendar.
   • Click on second field and select appropriate end report date from calendar.
   • Click on    button.
     Note: Reports are not immediately available.  Report requests are processed in the order in which they are received.
     
   • Report is queued in pending status.
     
5. View Report:
   • When report is ready for viewing, status will change to Completed.
   • Click on    button to view report in web browser.
     
   • Report information displays in new window.
   • OR click on    button to view report in Microsoft Excel.