Requested Feature:

A single, exportable report that provides a complete breakdown of all services offered in CopilotCRM.

Details:

The user would like one consolidated report that includes:

Total number of services per service type

Number serviced

Number not serviced

Number skipped

Revenue/dollar amounts per service

Associated square footage (where applicable)

Ability to view everything summarized on one or two printable pages

Purpose / Business Impact:

This report would give leadership a clear snapshot of operational performance and revenue by service line without needing to pull multiple reports. It would be especially useful for:

Internal performance reviews

Quick executive summaries for owners/managers

Print-ready reporting

Comparing production vs. scheduled work

Monitoring skipped or uncompleted services

Context:

The user previously had access to a similar report in RealGreen and found it highly valuable for both operational oversight and presenting clean summary data to management.

Expected Outcome:

A centralized, high-level service report that improves visibility into service performance, simplifies reporting workflows, and supports better business decision-making.