Where to Find Reports
The Reports section brings together every built-in report. Open the reports dashboard to choose the report you need.
Date Range Filtering
Most reports can be filtered by date range, so you can look at a month, a quarter, a year or a custom period.
Filtering by Customer, Team or Status
Depending on the report, you can break the numbers down by customer, team member, service or status to answer specific questions.
Exporting
Export any report to CSV for spreadsheets, or to PDF to share. Reports use live data, so there is no waiting for overnight processing.