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.
Loading reports...
Revenue Tracking
Real-time income
Job Analytics
Completion rates
Team Performance
Tech productivity
Growth Trends
Business insights
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
Reports for Every Business Need
WorkZen includes all the reports you need to run your business smarter.
Revenue
Jobs
Technicians
Clients
Services
Time Tracking
Growth
Custom
Reporting FAQ
Common questions about WorkZen reporting and analytics.
What reports are available in WorkZen?
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.
Can I export reports to Excel or PDF?
Yes! All WorkZen reports can be exported to Excel (CSV), PDF, or printed directly. Schedule automatic report emails to yourself or your accountant on a weekly or monthly basis.
How real-time is the reporting data?
WorkZen reports update in real-time. When a technician completes a job or a payment comes in, you'll see it reflected in your dashboard immediately—no waiting for batch updates.
Can I track individual technician performance?
Absolutely. The technician performance report shows jobs completed, revenue generated, average job duration, and client ratings for each team member. Use this data for coaching and bonus calculations.
Does WorkZen integrate with accounting software?
Yes, WorkZen integrates with QuickBooks and other accounting software. Revenue and payment data can sync automatically, saving hours of manual data entry each month.
Can I create custom reports?
WorkZen allows you to create custom reports with the metrics that matter most to your business. Save custom report configurations and run them anytime with one click.
Ready to See Your Business Clearly?
Get real-time insights into revenue, jobs, and team performance.