The Spend Summary Report provides a consolidated view of customer spend across multiple transaction types within Service Geeni.

This report enables finance teams, service managers, and operations users to:

• Analyse total spend across jobs, contracts, labour, stock, equipment, and sales orders.

• Compare contract vs non-contract spend for the selected period.

• Identify key cost drivers by job, equipment, SKU, engineer, or contract.

• Support financial reviews, customer reporting, budgeting, and audits.

This report supports both operational cost control and strategic financial decision- making.

Getting There

To access the Spend Summary Report in Service Geeni:

• Open the Business Intelligence module.

• Click on the Reports sub-module.

• In the Reports window, navigate to the Finance category.

• Click the Spend Summary module to open the report.

• Add the desired filters (explained below), then click the Apply button to generate the report.

Available Filters and Their Impact

Use the filters at the top of the report to refine which spend data is displayed:

Branch: Filters the report by the branch selected in the main Service Geeni interface. Applies to all related transaction types, including jobs, contracts, stock, labour, and sales orders.
Period: Filters the report by invoice date. Only transactions invoiced within the selected date range are included.
Equip. ID: Filters the report by the selected equipment ID across all transaction types.
Equipment Make / Model / Type Enquiry: Filters spend based on equipment make, model, or type. Useful for analysing spend by asset category or manufacturer.
Contract: Filters the report by a specific hire or service contract number.
Service Level: Filters spending related to service contracts with a specific service level.
Hire Option: Filters spend by the hire option selected on hire contracts.
Job: Filters the report by a specific job number across all transaction types.
Stock Type: Filters by Stock, Miscellaneous Items, or All (default).
SKU: Filters spend related to a specific stock item or miscellaneous item.
Engineer: Filters 'spend' associated with a specific engineer.
Equipment Status: Filters spend based on the current status of the equipment.
Site: Filters spend by customer site ID.
Customer Account: Filters the report by customer account number across all transaction types.

Pro tip: Combine filters to isolate specific branches, assets, contracts, or periods for deeper spend analysis.

Summary Section - Column Breakdown and Key Fields

This section provides a high-level overview of 'spend' for the selected filters.

Insight: Use this summary to quickly assess overall spend before reviewing detailed breakdowns in the tabs below.

Column Name	Description
Total Spend This Year To Date	Total amount spent from 1 January of the current year up to the current date.
Total Spend This Period	Total amount spent within the selected reporting period.
Current Period Contract Spend	Total spend generated from service and hire contracts during the selected period.
Current Period Non-Contract Spend	Total spend generated from non-contract transactions during the selected period.
Graph	Pie chart showing contract spend versus non-contract spend.

Job Tab

Each row in this tab represents an invoiced job.

Column Name	Description
Job No.	Unique, auto-generated job and task number.
Invoice No.	The invoice number of the invoiced job.
Job Description	Description of the job.
Call Date	Date the job was created.
Completion Date	Date the job was completed.
Equipment ID	Equipment ID linked to the job task.
Make	Equipment make.
Model	Equipment model.
Type	Equipment type.
Serial No.	Equipment serial number.
Labour	Total labour charge amount.
Travel	Total travel charge amount.
Stock	Total stock and miscellaneous item charges.
Other	Total other charges.
Total	Total job charge (Labour + Travel + Stock + Other).

Insight: This tab is ideal for identifying high-cost jobs and understanding how labour, travel, and parts contribute to total job spend.

PM Contract Tab

Each row represents an invoiced service contract transaction.

Column Name	Description
Contract No.	Service contract number and version.
Service Level	Service level of the service contract.
Equipment ID	Equipment ID linked to the service contract.
Make	Equipment make.
Model	Equipment model.
Type	Equipment type.
Serial No.	Equipment serial number.
Invoice No.	Service contract invoice number.
Invoice Amount	Invoice value of the service contract.
Invoice Date	Invoice date of the service contract.

Insight: Use this tab to validate service contract billing and review recurring maintenance costs.

Hire Contract Tab

Each row represents an invoiced hire contract transaction.

Column Name	Description
Contract No.	Hire contract number and version.
Hire Option	Hire option selected on the contract.
Equipment ID	Equipment ID, or “Fixed Price” if fixed pricing was used.
Make	Equipment make (blank if fixed price).
Model	Equipment model (blank if fixed price).
Type	Equipment type (blank if fixed price).
Serial No.	Equipment serial number (blank if fixed price).
Invoice No.	Hire contract invoice number.
Invoice Amount	Invoice value or fixed price amount.
Invoice Date	Invoice date of the hire contract.

Insight: This tab helps differentiate fixed-price hire costs from equipment-based hire charges.

SKU Tab

Each row represents a stock or miscellaneous item issued and an invoice.

Column Name	Description
Job No.	Job number associated with the stock issue.
Job Description	Job description or reason for call.
Invoice Date	Invoice date when the item was issued.
Stock Type	Indicates Stock or Miscellaneous Item.
SKU	Stock item number or miscellaneous item description.
SKU Description	Description of the issued item.
SKU Revenue	Selling price per unit.
Quantity	Quantity issued.
Total Revenue	Total revenue amount for the item.

Insight: This tab is useful for analysing parts usage and identifying high-cost or high-volume items.

Labour Tab

Each row represents labour and travel charges recorded against a job task.

Column Name	Description
Job No.	Unique job and task number.
Job Description	Description of the job.
Call Date	Date the job was created.
Engineer	Engineer assigned to the job task.
Labour Hours	Total labour hours recorded.
Labour Cost	Total labour charge amount.
Travel Hours	Total travel hours recorded.
Travel Cost	Total travel charge amount.
Total Hours	Labour Hours + Travel Hours.
Total Cost	Labour Cost + Travel Cost.

Insight: Use this tab to monitor engineer productivity and control labour and travel costs.

Equipment Tab

Each row represents the spend associated with a specific equipment asset (scroll down to view all the results).

Column Name	Description
Equipment ID	Equipment ID number.
Description	Equipment description.
Make	Equipment make.
Model	Equipment model.
Type	Equipment type.
Serial Number	Equipment serial number.
Status	Current equipment status.
Average Spend Per Job	Average job invoice amount per job.
Average Spend Per Month	Average job and contract spend per month.
Per. Contract Spend	Total contract-related spend.
Per. Job Spend	Total non-contract job spend.
Per. Total Spend	Total spend for the equipment.

Insight: This tab supports lifecycle cost analysis and helps identify high-maintenance assets.

Sales Order Tab

Each row represents an invoiced sales order transaction.

Column Name	Description
Sales Order No.	Sales order or OCS number.
Quotation No.	Quotation reference number.
Site	Customer site ID.
Site Location	Customer site location ID.
Order Ref.	Sales order reference number.
Invoice No.	Sales order invoice number.
Invoice Date	Invoice date.
Invoice Amount	Invoice value amount.

Insight: This tab is useful for reconciling sales order invoices and reviewing non-service revenue.

The Spend Summary Report is a powerful financial insight tool within Service Geeni, bringing together spend data from multiple operational areas into a single, easy-to-use report.

By using this report, users can:

Maintain visibility over contract and non-contract spend.
Identify cost trends and anomalies early.
Support audits, customer reviews, and budgeting activities.
Improve financial control and operational efficiency.

Review this report on a monthly or quarterly basis to ensure spend is well understood, accurately billed, and aligned with operational and contractual expectations.

Report: Spend Summary