Requests Report Updated October 30, 2024 17:10

Overview

With over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.

Requests are online forms hosted by Jobber that allow your clients to request work to be done. These forms can be put on your website, social media pages, or clients can use the form by logging into client hub.

The requests report is where you will see an itemized list of your requests so that you can track their progress. To navigate to the requests report, go to Reports from the side navigation. The requests report is located in the Work reports section. 

Setting filters for the requests report

Requests can be filtered by their created date. This is when the request was submitted by a client or created internally. 

Filtering by client

To filter the report by client to show a just a single client's requests, click on the Client filter dropdown, search for the client's name, and then select the client's name. 

Note: Filtering by client will not change the report overview totals.

Filtering by date

The requests report can be filtered by either:

• Created within: This is the date range that the request was created within.
• Assessment within: This is the date range that the assessment for the request is scheduled within.

To filter your report by date, select the Created within or Assessment within filter dropdown, then select a date range. Your options are:

• Last week
• Last 30 days
• Last month 
• This year
• Last 12 months
• Custom range

Columns for the requests report

Columns in the requests report can be customized by selecting the Columns button, then selecting the columns for the report from the columns list.

The options for columns that can be added to the report are:

• Requested on date - this links to the request
• Client name
• Client email - this is the client's primary (starred) email address
• Client phone number
• Service street
• Service city
• Service state/province
• Service ZIP/postal code
• Request title
• Assessment date - If no assessment is scheduled, you will see "no assessment". Otherwise you'll either see the scheduled date or "unscheduled"
• Assigned to
• Quote #s - These are any quotes that the request has been converted into
• Job #s - These are any jobs that the request has been converted into
• Status - This is the request status. Learn more about request statuses.
• Request questions
  Note: Questions need to match exactly what the client filled out to return data for this column. That means if questions are changed over time they won't return any historic data, only new responses. For example, if you have a field named ‘How did you hear about us?’ and collect some requests with data in this field, then you edit the field name to ‘Who told you about us?’, we will not return any historic data for the field. Only new responses will be returned.

Export the requests report to CSV

To receive a spreadsheet version of the requests report, click Export to CSV then select if you'd like to export the report with all columns or just the selected ones. The report will then be sent to the same email address that you use when you log into Jobber. Exporting to CSV is a good option if you need to work with the data in the report, print the report, or share it with someone who is not a user in your Jobber account.