Reports Quick Reference

Generate business reports and export data for analysis.

Key Steps

1. Open reports — Go to the Dashboard or Analytics section to access built-in reports.
2. Select a report type — Choose from revenue, job completion, customer activity, or crew performance reports.
3. Set date range — Use the date picker to filter the report to a specific time period.
4. Export — Click Export PDF or Export CSV to download the report for sharing or offline analysis.

Tips

• The dashboard shows key metrics (revenue, jobs, outstanding invoices) at a glance.
• Budget reports compare actual vs. planned spending by category.
• Revenue reports can be grouped by customer, service type, or time period.
• Schedule recurring report exports from the Analytics page.