Reporting

Use dashboards and reports to review KPIs, aging, revenue, technician performance, sharing, filtering, and CSV exports.

Common tasks

• Reports: what's available and where to find them
• Customizing your Dashboard (KPIs and widgets)
• Export, filter, and drill into a report
• Filter and export the Invoice payments report
• Share a report with a colleague
• Reading the A/R aging report
• See revenue by technician
• Job costing reports: profitability, cost breakdown, and more
• Payroll and timecard reports

All guides

• Reports: what's available and where to find them
• Customizing your Dashboard (KPIs and widgets)
• Export, filter, and drill into a report
• Filter and export the Invoice payments report
• Share a report with a colleague
• Reading the A/R aging report
• See revenue by technician
• Job costing reports: profitability, cost breakdown, and more
• Payroll and timecard reports
• Create and share a custom report