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)
• Revenue by Customer — Which customers generate the most revenue
• Revenue by Service — Which services are most popular and profitable
• Accounts Receivable — Outstanding invoice balances and aging

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, 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; 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; 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

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.

Scheduled Reports

Automate report delivery:

1. Navigate to Reports
2. Open a report and choose its period and filters in the toolbar
3. Click Schedule to set up automatic delivery
4. Choose the frequency (daily, weekly, monthly)
5. Enter the email addresses to receive the report
6. The report is generated and emailed on schedule

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