> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/reporting-and-integrations/reporting/reports-whats-available-and-where-to-find-them.md).

# Reports: what's available and where to find them

Essential includes a fixed set of built-in reports, grouped into sections. Financial: A/R by customer (aging), Amount due by customer, Amount due by property, Revenue by line item, Revenue by customer, Payment speed, and Custom pricing.

Revenue by line item includes **By line item** and **By type** views. The By type view compares Service and Physical Item revenue, quantities, invoice counts, discounts, and average revenue per unit. Because invoices store a copy of each line's name rather than a permanent Pricebook link, Essential matches historical lines to current or removed Pricebook items by name. Custom lines, renamed items, and names shared by more than one type appear as **Uncategorized**. The Custom pricing report also shows each item's type in both its detail and By item views.

![Revenue by line item grouped by type](/files/Emt5uEgMhjeGa0UUp4AY)

Job costing (appears once Job Costing is turned on for your business): Job profitability, Cost breakdown, Estimated vs. actual, Labor cost by job, and Technician profitability — see [Job costing reports: profitability, cost breakdown, and more](/reporting-and-integrations/reporting/job-costing-reports.md).

Health check: **Overdue asset groups**, **Asset groups without recurring service**, **Properties without asset groups**, and **Stuck awaiting completion**. Sales: Quotes won/lost and New customers. Operations: Daily visit notes, Inspections completed, Technician time, Technician utilization, Technician efficiency, Back office activity, Asset compliance, and—once Time cards is turned on—Payroll hours summary, Overtime, and Timecard status (see [Payroll and timecard reports](/reporting-and-integrations/reporting/payroll-and-timecard-reports.md)).

![Reports overview](/files/Tt8PwPsQdkouBcQlLiUw)

To get there, click Dashboard in the left navigation - the Reports link appears just beneath it. Most reports cover a time period you choose from the date-range dropdown: Last 30 days, This quarter, Year to date, Last 12 months, or Custom range for exact start and end dates. Snapshot reports such as A/R aging are always as-of-today, and the two daily reports (visit notes and technician time) use a single-day picker.

Inside a report you can sort by column and click a row to drill into the underlying customer, property, quote, or invoice. Download the data with the CSV button in the report header - CSV is the only export format, so there is no PDF or Excel.

You can also Share a report with a colleague from its header, which grants them in-app access to that one report (the Custom pricing, job costing, and payroll/timecard reports can't be shared). Reports are web-only, and you can't schedule or email them on a recurring basis.

Some financial and sales reports only appear if your business has invoicing or quotes enabled, and the whole Reports area is available to roles that include reporting access. Job costing and timecard reports are gated further — sharing can grant access to someone missing the view permission, but not if Job Costing or Time cards is off for the business (see [Job costing reports](/reporting-and-integrations/reporting/job-costing-reports.md) and [Payroll and timecard reports](/reporting-and-integrations/reporting/payroll-and-timecard-reports.md)).

> **Where to find it:** In the left navigation, click Dashboard; the Reports link appears just beneath it. Open a report, then use its date or day picker, the Share button, or the CSV download in the report header.

## Related guides

* [Reading the A/R aging report](/reporting-and-integrations/reporting/reading-the-a-r-aging-report.md)
* [Job costing reports: profitability, cost breakdown, and more](/reporting-and-integrations/reporting/job-costing-reports.md)
* [Payroll and timecard reports](/reporting-and-integrations/reporting/payroll-and-timecard-reports.md)
* [Customizing your Dashboard (KPIs and widgets)](/reporting-and-integrations/reporting/customizing-your-dashboard-kpis-and-widgets.md)
* [Export, filter, and drill into a report](/reporting-and-integrations/reporting/export-filter-and-drill-into-a-report.md)
* [Share a report with a colleague](/reporting-and-integrations/reporting/share-a-report-with-a-colleague.md)


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