All Features

Reports & Analytics

Real reports, not guesswork

Revenue, expenses, job costing, team utilization — pick exactly what you need. Customize every report. Export everything or just the data points your CPA asks for. Know what each job actually costs you.

What's included

Revenue and invoice balance summaries
Per-job cost analysis
Team utilization and labor reports
Customizable date ranges and filters
CSV report exports
Data pulled from all connected modules

How to set it up

1

Navigate to the Reports tab

2

Choose a report: revenue, labor or job costing

3

Set your date range and filters

4

View charts and summary data

5

Export supported report data as CSV

Who sees what

Every role sees only what they need. Here's who has access to Reports & Analytics and what they can do:

Super Admin

Full access — all reports and financial data

CPA / View Only

View all financial reports, export data — no editing

Ready to try it?

See Reports & Analytics in action — no credit card, no commitment.