DISCLAIMER READ FIRST:
For those of you who are using a partner field service (such as service titan), if you have made changes to your Profit Rhino book you'd like reflected in your other field service, please email a Profit Rhino representative. That Profit Rhino representative will then properly reformat the data in your account and send it out to a representative from your field service software.
In the use of Profit Rhino's software, you may find yourself wanting information about your book in a more condensed form. Conversely, you may want a list of parts without needing to search through our parts section, or a list of tasks where you can just quickly glance at the labor time in an excel spread sheet. Profit Rhino provides you with just such capabilities.
The first thing you'll need to do is log on to the office version of Profit Rhino, and head over to the [Report] tab. Upon doing so, your screen should look something like this:
GETTING TO THE REPORT SECTION
Once you've made it to the report tab, make sure you're in the export section.
In the export section, you'll see a variety of options to choose from. Namely, you can choose what business types you're choosing from and what kind of report you want to get.
The following image will describe in detail a little bit about your options in the export section:
EXPORTING YOUR REPORT
As denoted above, all you'll need to do is select which business types you want a report for, what kind of report you're looking for (whether it be a simple export that just has information about your tasks in profit rhino, or looking for a partner export for service titan.), and then hit the [Export My Report] button to download the excel spread sheet.
Something extremely important to understand about Profit Rhino partner exports is that they will only be available to our customers that have explicitly paid for a data export. If you are one of our mobile users, you will be able to pull up a task and parts export and none of the other ones.
You should now be familiar with exporting a report, good luck!