Using Reports

Overview#

Reports help you answer questions like:

• How many quotes were accepted this month?
• Which job categories are most profitable?
• How much work is scheduled next week?

Access#

1. Open Reports.
2. Choose a category or report.

Reading a report#

Most reports include:

• Date range filters
• Grouping by category/status
• Export options (where available)

Types of reporting#

• Standard reports (pre-built)
• Custom reports (builder)
• AI-assisted insights (if enabled)

Tips#

• Keep statuses and categories consistent so reports stay accurate.
• Use date filters to align with operational periods.

Troubleshooting#

Reports page is blocked#

• Reports may require admin access.
• Ask an admin to grant permission.