Reports

Which reports can be downloaded, as CSV or PDF, what each file contains, how it is named, and which reports have no export and why.

How to read the Deliverability report — what each email and text count measures, where the events come from, and what a bounce or complaint changes.

What the weekly AI insight covers, where its figures come from, how the revenue projection is made, and what Regenerate does.

How the mileage report totals the miles your routes drove, estimates fuel cost, scores each route against its plan and exports the mileage log.

How to pull one tax year’s revenue, mileage deduction and payments received by customer into a CSV or PDF packet, and what each block tells you.

How to read your profit and loss, A/R aging and trial balance, pick the accounting basis, export each as CSV for your accountant, or use QuickBooks.

How to email a saved report to your team weekly or monthly, what the email and its PDF contain, which period each covers, and how to pause or stop it.

How the Customer Segments report splits your customer base into high value, active, at risk and dormant, what the thresholds are, and how to act on a segment.

How to put two to six technicians side by side for a date range, what each row of the comparison measures, and how the company average is worked out.

How to filter job value by technician, customer, service or vehicle type in the Report Builder, compare it with last year, and save the report to run again.