Reports overview

The Reports section gives you insights into job performance, technician time, and customer reminders. Navigate to Reports from the main menu to get started.

Each report type is available as a tab across the top. Most reports can be filtered by date range and technician to narrow down the data you need.

Once you have the data you want, click the export button (the download icon on the right) to export the current table view to a spreadsheet. The export will respect any filters you currently have applied.