Reports

LawnLedger provides comprehensive reporting to help you understand your business performance. Access reports from the Reports page in the sidebar.

Available Reports

Revenue Reports

• Revenue Summary — Total revenue by time period (weekly, monthly, quarterly, annual)
• Sales by Customer — Revenue per customer for the period. With your books on it reads the general ledger’s customer dimension, so it adds up to the income statement’s revenue to the cent; otherwise it reads the issued invoices, net of tax
• Sales by Service — Revenue per service with quantity, share of sales and average price. With your books on, each invoice’s revenue posting is split back across its lines exactly as it posted, and a “Revenue not from invoice lines” row carries anything no line explains, so the table always foots to revenue
• Accounts Receivable Aging and Accounts Receivable Aging Detail — Outstanding invoice balances by age, by customer; the detail lists every open invoice under its customer. Both answer from today’s open invoices, or from the ledger as of a past date
• Accounts Payable Aging and Accounts Payable Aging Detail — The same two for your vendors’ bills
• Tips — Tips received, refunded and paid out to the crew, by month and by job, with what you still owe them (see where tips go)

Expense Reports

• Expense Summary — Total expenses by category and time period
• Budget vs. Actual — Compare planned budgets against actual spending
• Expense by Job — Direct costs associated with specific jobs

Job costing

The hub files these three under their own Job costing group, apart from the books, because a job figure is not a books figure: labor is time entries × labor rate (plus the overtime premium when your overtime rules are on, shared across a person’s week in proportion to the hours), materials and subcontractors are the expenses tied to the job, and overhead is not allocated. Every card in the group carries the Job costing claim, and the group header links to the Job Costing page, which works from the same tags.

• Job Summary — Revenue, cost and margin per job over the period, from the same engine as the Job Costing page, so the two tie to the cent for the same jobs
• Estimated vs. Actual — Each job’s estimate against what it actually cost
• Profitability — Margin by service line, customer, crew, property or contract type, from the same engine, with the overtime premium shown under Labor on any row that has one; costs and revenue with no job land on a “Not tied to a job” row rather than disappearing. Available whether your books are native or in QuickBooks

Crew productivity stays under Operations as Crew Performance - it measures people, not jobs.

Customer Reports

• Customer Activity — Recent activity and engagement per customer
• Customer Retention — Returning vs. new customer metrics
• Customer Revenue — Lifetime value and revenue trends

Choosing the period

You pick the period inside each report, in its toolbar — not on the Reports hub. The choice is shared: open another report and it reads the same days, and it is remembered for your next visit.

• Presets roll forward. Pick This month in August and it means September in September. The presets are grouped: Today, Yesterday, Last 7, 30 and 90 days; This week and Last week; Month to date, This month, Last month and Last 12 full months; Quarter to date, This quarter and Last quarter; Year to date, This year and Last year. When your fiscal year ends in a month other than December, a Fiscal group adds your fiscal year to date and last fiscal year.
• A range you draw stays those days. Click a start day and an end day on the calendar for a custom period. The footer tells you which you have: a preset rolls forward, a drawn range keeps fixed dates.
• A balance is as of one day. The balance sheet, trial balance and the agings ask for a day instead: today, yesterday, or the end of last month, quarter or year. The 1099 report asks for a tax year.

The hub’s tiles always read month to date, and the caption above them names both windows they compare.

Comparing periods

Turn on Compare and choose what to compare against: Previous period or Same period last year. The toolbar says which days that is — vs Aug 1 - 25, 2026 — and the statement’s columns are headed by their own dates. The same rule applies everywhere: the screen, the hub tiles, the report builder and the downloads.

A comparison shows every account either period had. An account only the earlier period had prints at zero beside its figure, so both columns add up to their totals.

The PDF and Excel downloads of a compared profit and loss or revenue summary carry the comparison too, and a compared CSV names both windows at the top.

Financial Statements

Once the accounting layer is on, the reports hub also carries the statements built straight from the general ledger:

• Profit and Loss — revenue less expenses for a period, with comparison. It opens on the Ledger layout, the full statement, with a twelve-month trend of revenue, costs and net income above it; the Statement, Dashboard and Narrative layouts summarize it. Crew labor is not an expense here until payroll is recorded; labor by job is in job costing
• Trial Balance — every account with its debit or credit balance, proving the books foot
• Balance Sheet — what you own, what you owe, and the difference
• Owner’s Equity — how your stake in the business moved over the period
• Statement of Cash Flows — where the cash actually went
• General Ledger — every posting, with drill-through to the document behind it. Filter accounts narrows it to the accounts or account types you choose, and the download carries the same filter
• Profit & Loss Detail — every income-statement account as a register for the period: opening at zero, each line with a running balance, closing at the P&L’s own figure. Reads on either basis
• Balance Sheet Detail — every balance account as a register: from its opening balance to the balance sheet’s figure, closing entries included, with the net income a year-end close has not yet moved printed last
• Journal — every entry of the period in posting order with its lines, or one row per entry as a transaction list. Growth and up (nativeLedger): it is the journal’s own surface
• Budget vs. Actuals — the profit and loss beside a budget: actual, budget, dollars over and percent of budget per column. Needs budgets.view as well, and a budget to exist
• Financial Ratios — gross and net margin, current and quick ratio, debt to equity, days sales outstanding, and revenue per completed job, each with the figure it was computed from and the period before it. A ratio the books cannot answer says why — no cost of goods sold, no liabilities, cash basis — rather than printing a number. It compares, downloads as PDF or Excel, and can be a section of a report pack
• Fixed Asset Register — every asset on the books as of a day: cost, accumulated depreciation, book value and the month’s charge, with the year’s disposals. Native books only. It downloads as PDF, Excel or CSV, schedules like a statement, and can be a section of a report pack - see Fixed assets

The profit and loss, trial balance, balance sheet and cash-flow statement print in the structure QuickBooks uses, so they read the same whichever books you keep. Each account prints once, with its number once. A parent account with postings of its own prints its own amount on its line, its sub-accounts beneath it, and its total last. Accounts group by their detail type — Bank Accounts, Accounts Receivable and Other Current Assets under Current Assets, for instance — and a sub-account prints under its parent, followed by the parent’s total. The profit and loss shows Gross Profit after cost of goods sold and Net Operating Income before other income and expenses. The balance sheet’s equity ends on Retained Earnings, when there are any, and this year’s Net Income. The CSV, PDF and Excel downloads, scheduled reports and the year-end package print the same layout. The general ledger nests each sub-account’s entries under its parent, with a total for the family, on screen and in its CSV.

Four of them — profit and loss, trial balance, balance sheet and owner’s equity — render on whichever accounting basis your organization is set to, and each says which basis produced it. The statement of cash flows is always accrual, and the general ledger is the accrual record itself.

A tile colours a figure by what it means, and says it in a word: a loss is red with a Loss chip, a profit green with Profit. Revenue, costs and money owed to you stay neutral — a receivable is not a warning until it is past due.

Every card, tile and masthead in Reports carries one of five claims — Cash basis, Accrual basis, As of a date, Job costing or Operational — and the accounting basis page lists which report carries which. The same words appear on the Books Overview and in Settings, so a figure that changes when you switch basis always changes its label with it.

Notes on a statement

Under every statement and ledger report sits a Notes card: what you want said about that period, kept with the period. A note is written for the days on screen — a month, a quarter, a fiscal year, a drawn range, or the as-of day of a balance — and the same note comes back whenever that period is opened again, on screen and in the downloads: the PDF prints it under the statement, the workbook on its own sheet, and a scheduled send carries it too.

The formatting is deliberately small: paragraphs, **bold** runs and - bullet lists, up to 4,000 characters. Nothing is ever interpreted as HTML, so a note prints exactly what was typed. Writing a note needs accounting.manage; reading one needs reports.view. The profit and loss, the income statement and Budget vs. Actuals share one note per period — they are one report in three layouts.

Report packs

A report pack is a set of statements and reports built together as one PDF or workbook, with a cover, a table of contents, page numbers, and the notes for each period — the monthly book a bookkeeper hands over, or the quarterly one a lender asks for. Packs live at Reports → Report packs and are Professional.

• Start from a template — New pack offers a monthly pack, a quarterly pack and a year-end lite pack (which carries the fixed asset register at year end), or a blank one. Each is yours to edit after.
• Sections — up to twenty, in print order: drag a section to reorder it (or pick up its handle with the keyboard and move it with the arrows). A report section is any statement, aging, sales or operations report, with its own period — the pack’s period, quarter or year to date, fiscal year to date, the trailing twelve months, or, for a snapshot like the balance sheet, as of the period’s end — its compare (previous period, previous year, or a budget on the income statement), whether to print the period’s note, and an optional title. A commentary section is a page of your own words for the period, written in the pack editor and saved per period, so the pack built for September prints September’s commentary.
• The outline — the editor resolves the pack for an anchor period and shows what each section would cover before anything is built. Switch the anchor to see last quarter’s pack.
• Build now — as PDF or as a workbook (XLSX). The PDF opens on a cover, then the contents with page links; each section starts on its own page under its masthead, and the footer reads Prepared for your company · the period · Page n of N. The workbook gives each section a sheet, with a Contents sheet linking to them. A PDF is capped at 150 pages; a pack that would print more says so and suggests splitting it.
• Builds — the last 24 builds stay on file under the pack, scheduled sends included, to download again. An administrator can copy a link to a build that anyone can open for 14 days, and revoke it sooner.
• Schedule — a pack schedules like any report (Schedule in the editor), on the day you choose, to the addresses you choose. The pack’s cadence sets how often it goes out and the period it covers: a monthly pack sent on the 5th covers last month, and a quarterly or yearly pack goes out on the 5th after each fiscal quarter or year closes. It goes out as an attachment, or as a link when the file is larger than mail allows.

Editing a pack needs accounting.manage; building one, reports.export.

Printing

Print in a report’s toolbar prints the screen as a document: a masthead with your company’s name, the period and the report’s claim (cash basis, accrual, as of a date) replaces the toolbar, the controls disappear, and a wide statement grid keeps its columns. The browser’s print dialog does the rest, so it saves as PDF as well.

Scheduled Reports

Automate report delivery:

1. Navigate to Reports
2. Open a report and choose its period and filters in the toolbar — or open Scheduled & saved exports and click Schedule on a saved view
3. Click Schedule to set up automatic delivery. The schedule carries a copy of what is on screen: the statement grid’s layout, the comparison, the basis, and the period as a preset the scheduler resolves on the send day — last month, quarter to date, fiscal year to date — or the rolling window
4. Choose the frequency: daily, weekly, monthly, quarterly or yearly. A quarterly or yearly schedule goes out on the day you choose in the first month of each fiscal quarter or year, and covers the quarter or year that just closed
5. Enter the email addresses to receive the report
6. The report is generated and emailed on schedule, with the period’s note when there is one

The income statement (the P&L’s ledger layout), the general ledger (as a workbook or CSV, mailed as a link when it is large), the fixed asset register (as of the send day) and report packs schedule too.

Dashboard

The Dashboard (home page) provides a real-time overview:

• Revenue — Current month’s revenue vs. previous month
• Outstanding Invoices — Total unpaid invoice amount
• Jobs Today — Number of jobs scheduled for today
• Recent Activity — Latest actions across the system
• Charts — Visual breakdowns of revenue, jobs, and more

Crew Analytics

Advanced crew performance metrics (available on select plans):

• Revenue generated per crew member
• Average job completion time
• On-time arrival rates
• Customer satisfaction scores