For Managers · Accounts · Owners
Reports & activity logs
Build custom reports, review daily field work, and audit who changed what.
Beyond the dashboard widgets, Reports gives you deeper financial and operational analysis, a day-by-day view of field work, and an audit trail of every important change made in the workspace.
Reports
Go to Reports for filtered transaction analytics — a good starting point for financial review before exporting anything.
Custom report builder
From the dashboard's "Generate report" button, build a report against Leads, Work (jobs), Sales (invoices), or Payments — pick columns, filters, an optional grouping, and totals, preview it, then download as Excel. See the Dashboard guide for the full walkthrough.
Daily work report
See every visit logged on a given day, grouped by technician — amounts quoted vs. received, remarks, and customer contact details. Click any visit to open its full job details directly from the report.
Activity logs
The Activity log (under Log) is your audit trail — every creation, update, and cancellation across jobs, contracts, quotes, and payments, with who did it and when. Search it by actor, action, or entity if you need to trace back a specific change.
Example
Investigating a discrepancy
An invoice total looks wrong. Instead of guessing, you search the Activity log for that invoice and see exactly who edited it, when, and the reason they gave for the change.
Related docs
Dashboard
Your home screen: today's jobs, cash position, pipeline health, and what needs attention.
Dispatch
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.
Transactions
Your workspace's cashbook — every income, expense, and transfer in one ledger.