Reports: what's available and where to find them
Essential includes a fixed set of built-in reports, grouped into sections. Financial: Payouts, Invoice payments, A/R by customer (aging), Amount due by customer, Amount due by property, Revenue by line item, Revenue by customer, Revenue by technician, Payment speed, and Custom pricing. The Payouts report shows Stripe deposits and opens the invoices, fees, refunds, and adjustments behind each payout. Custom pricing summary lists let you inspect and download the customers, properties, items, and rate sheets behind the counts. The Invoice payments report lists each payment linked to an invoice and filters by payment status, customer, created date, and paid date. Revenue by technician splits each issued invoice across directly selected technicians and technicians assigned to visits on linked jobs, counting each person once.
Revenue by line item includes By line item, By type, and By category views. The By type view compares Service and Physical Item revenue, quantities, invoice counts, discounts, and average revenue per unit. The By category view totals the same figures by the optional category you set on each Pricebook item (see Add or edit a pricebook item) — one row per category, so you can see which parts of your business bring in the most revenue. 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, names shared by more than one type or category, and items with no category appear as Uncategorized. The Custom pricing report also shows each item's type in both its detail and By item views. It covers every price in effect on a customer or property — ones you set by hand and ones coming from an attached rate sheet — across three views: All overrides (one row per price, with a Source column naming the rate sheet or "Set directly", and a filter to show only one or the other), By item, and By rate sheet. The By rate sheet view is one row per sheet that's attached to somebody: how many items it prices, how far it moves them from the book price, how many customers and properties it's on, how many prices it's actually applying, and how many are outranked by a price set directly on the record. Where an item has both, only the winning price is listed — the rate sheet's is counted as outranked rather than shown as a second row. Use the page controls below each Custom pricing table to browse results. Search and sorting cover all loaded rows, and CSV export includes all rows matching your filters across pages. See Create a rate sheet to price many items at once.
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.
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: Deletion activity, 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).
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. Daily visit notes includes recorded invoice items; items corrected to zero are omitted. 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 Deletion activity, 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 and Payroll and timecard reports).
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
Custom reports
Use Create report under Custom reports to choose a data source (assets, customers, properties, jobs, or invoices), columns, filters, and sorting. Preview results before saving; date calculations are optional. Share with selected people or the whole team, and pin reports to your own sidebar. See Create and share a custom report.
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