Reports
Know your numbers: run revenue, jobs, time, and commission reports to see exactly where your business makes and loses money.
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Everyday tasks
Export report data to CSVEvery report exports its detail rows to a CSV file with one click. What the export contains, how amounts are formatted, and what it does not include.1 min readUnderstand the AR Aging ReportRun the Accounts Receivable Aging report to see unpaid invoices by age bucket, spot overdue balances, and decide who to chase first.1 min readUnderstand the Call Tracking ReportSee how many calls your lines took, made and missed, how long conversations last, and which line carries the load, all in one report.2 min readUnderstand the Jobs ReportSee how many jobs you created, completed and cancelled in any period, how many days a job takes on average, and where the work lands by status and job type.2 min readUnderstand the Lead Conversion ReportTrack how many leads become clients and jobs, your conversion rate over time, and which sources and reps convert the best leads.1 min readUnderstand the Lead Response Time ReportSee how fast your team claims new leads, which reps and lead sources respond quickest, and how many leads meet your SLA target.1 min readUnderstand the Payment Fees ReportSee what card processing cost you in one combined fee figure, how much clients covered through surcharges, and your true net fee cost.2 min readUnderstand the Revenue ReportRun the Revenue Report, read its summary cards, trends, and breakdowns, and understand what counts as revenue, invoiced amounts by invoice date.2 min readUnderstand the Visits ReportSee how many visits completed, cancelled or no-showed in a period, whether they were for clients or leads, and which kinds of work fill your calendar by tag.1 min read
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