See Your Business Clearly with Real-Time Reporting
Stop guessing, start knowing. WorkZen reporting shows you exactly how your business is performing - revenue, jobs, team productivity - all in one dashboard.
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Know Exactly Where Your Money Comes From
Track revenue by day, week, month, or year. See which services generate the most income, which clients are most valuable, and how your business trends over time.
- Daily, weekly, monthly revenue breakdowns
- Revenue by service type and job category
- Top clients by lifetime value
- Year-over-year growth comparisons
$42,580
Mike Johnson
32 jobs • $10,840
Sarah Chen
28 jobs • $9,520
David Kim
26 jobs • $8,840
Lisa Wong
25 jobs • $8,500
See Who's Driving Your Business
Track individual technician performance with jobs completed, revenue generated, average job time, and client ratings. Identify top performers and spot coaching opportunities.
- Jobs completed per technician
- Revenue generated by team member
- Average job completion time
- Client satisfaction ratings
Understand Your Job Pipeline
See how many jobs you're completing, what types of work are most common, and where your time goes. Spot seasonal trends and plan capacity accordingly.
- Total jobs completed over any time period
- Job type breakdown and trends
- Completion rate and cancellation tracking
- Average job duration by service type
87
Total Jobs
97%
Completed
Excel (CSV)
For spreadsheet analysis
PDF Report
Professional printable
QuickBooks Sync
Automatic accounting
Scheduled Email
Weekly/monthly reports
Export Reports Anywhere You Need Them
Download reports as Excel or PDF, sync with QuickBooks, or schedule automatic email reports to yourself, your team, or your accountant.
- One-click export to Excel or PDF
- QuickBooks and accounting integrations
- Scheduled automatic email reports
- Share dashboards with team members
Reporting FAQ
Common questions about WorkZen reporting and analytics.
WorkZen includes revenue reports, job reports, technician performance reports, client reports, and custom reports. You can view data daily, weekly, monthly, quarterly, or yearly, and filter by technician, job type, or client.
Ready to See Your Business Clearly?
Get real-time insights into revenue, jobs, and team performance.