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DocumentationQuick ReferenceReports

Reports Quick Reference

Generate business reports and export data for analysis.

Key Steps

  1. Open reports — Go to Reports and open a report from the hub.
  2. Select a report type — Choose from revenue, job completion, customer activity, or crew performance reports.
  3. Choose the period — Use the period picker in the report’s toolbar. Presets like Month to date roll forward; a range you draw on the calendar stays those days.
  4. Compare — Turn on Compare and choose Previous period or Same period last year; the columns name the dates.
  5. Export — Open Export and choose PDF, Excel or 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.
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Time TrackingAdmin & Billing