Common dashboard and reporting questions
How do I give someone Dashboard access?
Dashboard access is controlled by roles and permissions. If you cannot assign the needed permission from Settings, contact Essential through the Talk to a human tab with the user's name, email, and the access they need.
Where can I see paid and unpaid invoices?
Use Reports for revenue and invoice reporting, and use the Invoices page for invoice status, aging, and payment state. The A/R aging report is the best starting point for unpaid balances.
Can the Dashboard show inspections due this month or next month?
Dashboard widgets depend on what your business has enabled. If you need a new dashboard widget, contact Essential through the Talk to a human tab and describe the exact due-work view your team wants.
Can I export customers or properties?
Some list pages include export actions from the menu near the Add or New button. If your export needs are broader, contact Essential through the Talk to a human tab with the list and fields you need.
Can I see inactive customers on the scheduling map?
The scheduling map is focused on technicians, jobs, and backlog work. For inactive-customer planning, use customer and property lists together with reports.
Where to find it: Dashboard, Reports, Invoices, list-page action menus, and Essential Assistant > Talk to a human
Related guides
Last updated
Was this helpful?