Reports
Reports
Required Role: OWNER, EMPLOYEE
Plan Required: STARTER
Generate comprehensive reports to analyze your business performance, track revenue, monitor customer activity, and export data for external analysis.
Overview
The Reports system provides insights into your business through pre-built reports covering revenue, customers, jobs, invoices, and more. Export data for further analysis or record-keeping.
Getting Started
Reports are available immediately - no setup required. Access reports from the Reports page in the sidebar.
Available Reports
Revenue Reports
Track your income and financial performance.
Revenue Summary
- Total revenue by period
- Revenue by service type
- Revenue trends over time
- Comparison to previous periods
Revenue by Customer
- Revenue per customer
- Top customers by revenue
- Customer revenue trends
- Customer lifetime value
Revenue by Service
- Revenue per service type
- Most profitable services
- Service performance trends
- Service revenue breakdown
Customer Reports
Analyze your customer base.
Customer List
- All customers with details
- Customer status
- Service history
- Contact information
Customer Activity
- Recent customer activity
- Service frequency
- Customer engagement
- Retention metrics
New Customers
- Customers added by period
- Customer acquisition trends
- Source of new customers
- Conversion rates
Job Reports
Track job performance and scheduling.
Job Summary
- Total jobs by status
- Jobs by service type
- Job completion rates
- Average job value
Job Schedule
- Upcoming jobs
- Jobs by date range
- Team assignments
- Job status breakdown
Job Performance
- Jobs completed on time
- Average job duration
- Job profitability
- Team efficiency
Invoice Reports
Monitor invoicing and payments.
Invoice Summary
- Total invoices by status
- Invoice amounts
- Payment status
- Outstanding balances
Payment Tracking
- Payments received
- Payment methods
- Payment trends
- Overdue invoices
Revenue by Invoice
- Invoice revenue
- Average invoice amount
- Invoice frequency
- Collection rates
Generating Reports
Step-by-Step: Generate a Report
- Navigate to Reports in the sidebar
- Select report type from list
- Configure report parameters:
- Date Range: Select start and end dates
- Filters: Apply additional filters (customer, service, status, etc.)
- Grouping: Choose how to group data (optional)
- Click "Generate Report"
- Report displays with data
- Review report results
Report Parameters
- Date Range: Start and end dates for data
- Customer Filter: Specific customers or all
- Service Filter: Specific services or all
- Status Filter: Filter by status (jobs, invoices, etc.)
- Team Filter: Filter by team (if applicable)
- Grouping: How to group results
Viewing Reports
Report Display
Reports show:
- Summary statistics at top
- Detailed data table
- Charts and graphs (where applicable)
- Export options
Interacting with Reports
- Sort: Click column headers to sort
- Filter: Use filter bar for additional filtering
- Expand: Click rows to see details
- Navigate: Use pagination for large reports
Exporting Reports
Export report data for external analysis or record-keeping.
Exporting Data
- Generate report
- Click "Export" button
- Choose export format:
- CSV: Comma-separated values (Excel compatible)
- Excel: Microsoft Excel format
- PDF: Portable Document Format (for printing)
- File downloads to your device
Export Formats
- CSV: Best for data analysis, importing into other systems
- Excel: Best for spreadsheet analysis with formatting
- PDF: Best for printing and sharing formatted reports
Common Tasks
Viewing Revenue Trends
- Go to Reports
- Select "Revenue Summary"
- Set date range (e.g., last 12 months)
- Generate report
- Review trends and comparisons
Finding Top Customers
- Go to Reports
- Select "Revenue by Customer"
- Set date range
- Generate report
- Sort by revenue to see top customers
Tracking Overdue Invoices
- Go to Reports
- Select "Payment Tracking"
- Filter by status: "Overdue"
- Generate report
- Review overdue invoices and amounts
Analyzing Job Performance
- Go to Reports
- Select "Job Performance"
- Set date range
- Generate report
- Review completion rates and efficiency
Exporting Customer List
- Go to Reports
- Select "Customer List"
- Generate report
- Click "Export"
- Choose CSV or Excel format
- File downloads
Custom Date Ranges
Predefined Ranges
- Today: Current day
- This Week: Current week
- This Month: Current month
- This Year: Current year
- Last 7 Days: Past week
- Last 30 Days: Past month
- Last 90 Days: Past quarter
- Last 12 Months: Past year
Custom Range
- Select "Custom Range"
- Choose start date
- Choose end date
- Apply range
Troubleshooting
Report not generating
- Check date range: Ensure valid date range is selected
- Verify data: Ensure you have data for selected period
- Refresh page: Try refreshing and generating again
- Check filters: Remove filters to see if they're causing issue
Report shows no data
- Check date range: Expand date range
- Verify filters: Remove or adjust filters
- Check permissions: Ensure your role has access to data
- Verify data exists: Confirm data exists for selected criteria
Export not working
- Check browser: Try different browser
- Allow downloads: Ensure browser allows downloads
- Check file size: Large exports may take time
- Try different format: Try CSV instead of Excel or vice versa
Report loading slowly
- Reduce date range: Use shorter date ranges
- Remove filters: Fewer filters may improve performance
- Wait: Large reports may take time to generate
- Contact support: If consistently slow
Can't access reports
- Check plan: Some reports may require Professional plan
- Verify role: Only OWNER and EMPLOYEE can access reports
- Check permissions: Verify your role has report access
Related Articles
- Dashboard - Overview metrics
- Customer Management - Customer data
- Job Scheduling - Job data
- Invoicing - Invoice and payment data
Best Practices
- Run regularly: Generate key reports weekly or monthly
- Compare periods: Compare current period to previous for trends
- Export important data: Export and save important reports
- Review trends: Look for trends and patterns in data
- Use filters: Use filters to focus on specific data
- Track metrics: Monitor key metrics over time
- Share reports: Export and share reports with team or accountant
- Set reminders: Schedule regular report reviews
- Document insights: Note important findings from reports
- Act on data: Use report insights to make business decisions