Reports
Run and export the built-in reports, build your own custom reports, and add them to your dashboard.
Using ReportsNavigate standard and custom reports.Run a reportOpen a built-in report, change its reporting period, read its figures, open the records behind a figure and export it as CSV or PDF.Sales and leads reportsWhat each report in Sales & Revenue and Leads & Bookings shows, which date it counts by, and what it needs to work.Quote and job reportsWhat each report in Quote Analytics and Jobs & Work shows, which date it counts by, and what it needs to work.Profitability and labour reportsWhat each report in Profitability and Labour & HR shows, which date it counts by, and what it needs to work.Contact and financial reportsWhat each report in Contacts and Financial shows, which date it counts by, and what it needs to work.Build a custom reportUse the report builder to choose a source, filter it, pick columns or summarise it, and see the result live before you save. Or have Ask AI draft a report for you.Saved reportsSave a custom report, run and export it, edit or delete it, add it to your dashboard, and rebuild reports made in the old report builder.