Platform Basics
Reports: know your numbers
Revenue, job pipeline and team performance dashboards built from your live data. Start by go to Reports in the sidebar.
What it does
Reports turn your day-to-day activity into answers across dedicated tabs: Jobs, Financial, Payments (online-payments dashboard), Customers (customers by type and status plus Top Customers by Revenue), Team, Inventory and, on plans with SLA Monitoring, SLA compliance. The AI Predictions button generates forward-looking forecasts: Revenue, Demand, Churn risk, Resource Planning and Seasonal Trends, over a horizon you choose. Filter everything by date range (and by location on multi-location plans), then export.
When to use it
Block out 20 minutes every Monday, the patterns you spot in reports are worth more than any single job.
Steps
- Go to Reports in the sidebar
- Work the tabs: Jobs and Financial first, then Payments for online-payment breakdowns and Customers for your top revenue clients
- On SLA-enabled plans, open the SLA tab for response/resolution compliance
- Click the AI Predictions button to forecast revenue, demand, churn, resourcing or seasonal trends
- Use the export button to share any view with your accountant or partners
About 6 minutes.
What it solves
Eliminates running your business on gut feel and finding out about a bad month six weeks after it happened.
Why it matters
Owners who review reports weekly price better, schedule smarter, and catch problems while they are still cheap to fix.
Last updated 2026-09-05.