Chemical Dosages Report

Tiers: Scaling Up and above
Report Category: Operations Reports
Location: Reports page > Operations Reports > Chemical Dosages
Permissions: Can view readings and chemical dosages reports

The Chemical Dosages report shows the chemicals your techs applied during service, broken down by chemical, tech, customer, and pool. For each one, you get the quantity used, what it cost you, what you charged, and the profit in between, for a date range you choose.

The report pulls from the dosages your techs already log at each stop, so there's nothing extra to enter to make it work. It includes both regular route stops and work orders.

Note: Cost, price, and profit are calculated using your currently configured chemical dosage settings. If you change a chemical's cost or price, reports for past dates reflect the new numbers, not what was actually charged at the time.

When to use this report

See how much of each chemical you're going through, and what it's costing you.
Compare chemical usage across techs to spot who's using more, or less, than expected.
Find out which customers are using the most chemicals, which is useful when a rate is up for review.
Spot doses that look too large or too small for the size of the pool they went into.
Pull chemical spend for repairs and one-off work orders, not just the weekly route.

Filter options

Use the filters at the top of the report to narrow the results. Changing a filter updates every chart and table below it.

Filter option	Description
Date range	Filters by service date. Choose a range between two dates, a single date (on, before, or after), a rolling window (for example, last 30 days), or a current period (for example, current month). Defaults to last month.
Technician	Shows dosages for one tech or a group of techs. Only techs who performed service in the selected date range appear in the dropdown.
Customer	Shows dosages for one customer or a group of customers. Only customers with service in the selected date range appear in the dropdown.
Chemicals	Limits the report to specific chemicals.
Rate type	Filters by how you charge for the service, so you can see, for example, only dosages billed separately from the service rate.

Report totals

Three headline panels sit above the charts on every tab, summarizing your current filters. These numbers are the same regardless of which tab you're on. Only the charts and table below them change.

Total: total doses and customers serviced across your filters.
With chemicals: doses and cost for chemicals that are included in the service rate. Because these aren't billed separately, there's no price or profit line for them, just cost.
Plus chemicals: doses, cost, price, and profit for chemicals billed separately from the service rate.

Report views

The report is organized into four tabs: Chemicals, Techs, Customers, and Pools. Each tab opens with totals for your current filters, followed by charts and a detail table for that view. You can sort any of the summary or detail tables by clicking a column header.

Chemicals tab

Cost by chemical: a bar chart of every chemical administered in your date range and its cost, so you can see at a glance what's driving your chemical spend.
Highest cost and lowest cost: quick side charts ranking your chemicals from most to least expensive.
Cost breakdown: a table you can toggle between two views:
- Chemical summary: totals per chemical, including unit of measure, number of doses, total quantity, cost, price, and profit.
- Chemical details: every individual dose behind those totals.

Click any chemical name in the table to open its detail view, where you can see where and when it was dosed, individual quantities, and the job it's tied to. Use the selector at the top of that view to switch to a different chemical without going back to the report.

Tip: The Chemicals filter narrows which chemicals are included in the report. The Chemical details toggle in the cost breakdown table just changes how much detail you see for the chemicals already included. It doesn't change your filters.

Techs tab

Cost by tech: a bar chart of cost by tech, the same comparison as the Chemicals tab.
Highest cost and lowest cost: quick side charts ranking your techs from most to least expensive.
Cost breakdown: a table you can toggle between two views:
- Tech summary: for each tech, broken out by chemical: unit of measure, doses, total quantity, cost, price, and profit.
- Tech details: every individual dose behind those totals.

Chemical names in the table are clickable and link to more detail.

Customers tab

Highest cost and lowest cost: quick charts showing your highest- and lowest-usage customers.
Cost breakdown: a table you can toggle between two views:
- Customer summary: for each customer and service location, broken out by chemical: unit of measure, doses, total quantity, cost, price, and profit.
- Customer details: every individual dose behind those totals.

Customer, service location, and chemical names in the table are clickable and link to more detail. If a customer has more than one service location, this lets you see them all or drill into one.

Pools tab

Use the chemical selector at the top of this tab to choose which chemical's doses you want to chart.

Pools with gallons configured shows how many of your pools, out of the total in your current filters, have a gallon size on file. It's a quick check on how much data you'll actually see in the chart below.

Doses by pool size is a scatter plot where each dot is a single dose of the selected chemical, plotted by dose quantity against pool gallons. This makes it easy to spot doses that are unusually large or small for the pool they went into. Hover over any dot for the service date, location, and tech.

The more pools you've entered a gallon size for, the more dots you see.