Reports & Data Overview

This article covers:

• The Reports link in the left-hand navigation
• Per-job Reports tab (inside each lead/job record)
• Supervisor Performance dashboard: Jobs On Site donut, Schedule End Date bar chart, Job Warranty Stage donut
• Home dashboard charts as a reporting tool (Leads P/Year, Funnel, Invoices by Quarter)
• Accounting > Jobs as a financial reporting view
• Bills screen: Tender Cost vs Running Actuals vs Running Difference
• Exporting data from the Bills and Invoices screens using the View Audit Report / Actions buttons

Step-by-step guide

1. Open Reports Click Reports in the left-hand navigation to access the global Reports module.
2. Use per-job reports Inside any lead or job record, click Reports in the left sub-menu to see a financial and operational summary specific to that job.
3. Use the Supervisor dashboard Click Supervisor in the main menu to see the Supervisor Performance dashboard — a real-time view of Jobs On Site, Schedule End Dates, and Job Warranty Stage counts. 4.** Use Accounting > Jobs as a report** The Accounting > Jobs view with its P&L, Projected Margin %, and Projected Profit columns is your primary financial performance report across all jobs.
4. Export Bills data In Financials > Bills, click the View Audit Report button to generate an audit-ready export of all bills against a job. Use the Actions menu for additional export options. 6.** Export Invoices data** In Financials > Invoices, click the Actions button to access export options for invoice data.

Tip: The Home dashboard and Supervisor dashboard are powered by Metabase and update in real time. For static exports, use the View Audit Report and Actions options inside individual job records.