Standard Reports
Access pre-built reports for common business needs:
- Financial: Revenue, profit margins, AR aging
- Sales: Estimates sent, conversion rates, pipeline
- Operations: Jobs completed, cycle times, efficiency
- Team: Technician productivity, utilization, revenue
- Customer: Retention, lifetime value, satisfaction
- Inventory: Stock levels, usage, COGS
Custom Reports
Build reports tailored to your specific needs:
- Drag-and-drop report builder
- Filter by date ranges, clients, services, team members
- Group and sort data multiple ways
- Add calculated fields and formulas
- Save and schedule custom reports
- Share with team or clients
Analytics Dashboards
Visualize your business performance:
- Interactive charts and graphs
- KPI tracking and goal monitoring
- Trend analysis over time
- Drill-down capabilities
- Real-time data updates
- Mobile-optimized dashboards
Exporting Data
Export your data for external analysis:
- CSV export for Excel or Google Sheets
- PDF export for professional reports
- Scheduled email delivery
- API access for custom integrations
- Bulk data export for backup