Reports

Reports is a gallery of ready-made answers about your business. Each card shows a plain question, the big number, how it moved against the period before and a chart. Every number is worked out by the system from your own records, so two people looking at the same report see the same figure.

Steps

1. Open Insights and pick the Reports tab.
2. Pick a date range at the top (for example This month, Last 90 days or Pick dates). Every card follows it.
3. Leave Compare with the period before on to see whether each number went up or down.
4. Pick an area across the top: Money, Sales, Inventory, Operations or People. Mine holds the reports you built, Tables the detailed lists.
5. Type in Find a report to look for one by name.
6. Click a card to open its page: the chart large, the numbers in a table under it.
7. Click a bar, a slice, a day or the big number to list the records behind it. Each one opens its record.
8. Press CSV to download the numbers, or Print for paper.

What is in the gallery

• Money: sales by event date or by the date the order was made, money you were paid, balances still owed, how clients pay, average order, sales tax, item margin and payroll.
• Sales: quotes by stage, win rate, average quote, days from quote to order, sales by rep, where leads come from, lead conversion and your best and returning clients.
• Inventory: top items by revenue, most rented items, how busy each item is, booked past what you own, revenue by category, and damage.
• Operations: busy days, deliveries and pickups, miles by truck, on-time starts and on time by crew member.
• People: hours worked, in total and by person.

Good to know

• Green means the change is good for you and red means it is not, so fewer balances owed shows green.
• A report only shows numbers your role may read. A report about margins or pay needs the See prices and money switch on your role, so it may be missing for some people.
• Item margin counts the items only. Crew, trucks and fuel are on each order's Profit tab: see Profit on a quote or order.
• From a report's page you can also Add to a dashboard or Set a goal. See Use and build a dashboard.
• Want a number that is not here? See Build a report.

If something goes wrong

• "Reports are not part of your access yet." Your role does not include Reports. An admin turns it on under Settings, HR, Roles.
• "Not available to your role." The report counts something your role may not see, such as costs or pay. Ask an admin if you need it.
• "Nothing in this range yet." No records fall in the dates picked. Pick a longer range.