Built-in Reports (Reports)

Last updated October 16, 2026 · Admins, office staff, and owners

Alongside the custom report builder and the visual dashboards, the product has a set of built-in reports: purpose-built recaps you run for one season, program, day or date range at a time. They all live on one page, Built-in Reports, where each report has a card with its own choices and a Run Report button.

Before you start

  • Open the page from Reports > Built-in Reports in the sidebar.
  • Which cards you see depends on your plan: Season Summary needs Seasons, Program Round Dashboard needs Programs, and Renewal Outcomes needs Renewals (all on the Pro and Scale plans). Capacity & Routes and Unbilled Visits are on every plan.
  • Dates on these reports follow your company’s time zone, and a date range includes its end date.

Season Summary

An end-of-season (or mid-season) recap for one season.

  1. On the Season Summary card, pick the Season and click Run Report. (If you have no seasons yet, the card links to creating one.)
  2. The report shows the season’s name and dates, then Jobs Active, Visits Generated, Visits Completed, Visits Skipped, Skipped %, and Revenue by Operation.
  3. Revenue by Operation Detail breaks the revenue down by operation, with the number of visits and revenue for each.
  4. Click Download CSV for a spreadsheet copy. The file holds the season name, the period and the same figures, and is named for the season and today’s date, for example SeasonSummary_<SeasonName>_20261016.csv.

Program Round Dashboard

A round-by-round view of one program, including how many completed visits have a chemical log.

  1. On the Program Round Dashboard card, pick the Program and click Run Report.
  2. The top tiles show the number of Rounds, Completed Visits Logged (the share of completed visits with at least one chemical application logged; voided logs don’t count), and Avg Days to Complete.
  3. The rounds table lists each round’s number, name and Window, then Scheduled, Completed, Chemical Logged, Logged % and Avg Days.
  4. Chemical Usage lists each product used in each round, with its EPA Reg #, Amount Used and Unit. Amounts in different units are listed on separate lines and never added together.

How Avg Days is worked out: for every completed visit dated inside its round’s window, count the calendar days from the window’s start to the visit date, then average them. Each visit counts once, so a big round weighs more than a small one. A round with no completed visit inside its window shows “-” rather than 0.

Both tables can be searched, sorted, filtered and exported to Excel, PDF or CSV from their toolbars.

For a whole season of chemical records across every program, see the Chemical Dashboard.

Capacity & Routes

How each crew’s day compares with its capacity.

  1. On the Capacity & Routes card, pick a Date (defaults to today) and, optionally, a Crew, then click Run Report.
  2. The top tiles show Avg Stops / Crew, Labor Hours vs Capacity, Overall Travel Ratio, and the number of Overtime Routes.
  3. The table has one row per crew: Stops, Untimed Stops, Labor Hrs, Capacity Hrs, Utilization, Travel Ratio and Overtime (Yes when scheduled labor is more than the crew’s capacity).
  4. Change the date or crew in the Filters card and click Apply Filters to look at another day.

Labor hours are exact fractions of an hour (a 45-minute visit is 0.75), shown to two decimals. A visit with no start or end time counts as a stop but adds no labor hours; those are counted under Untimed Stops, so a crew with untimed stops is busier than its labor hours show. Each crew’s capacity is 8 hours a day.

Renewal Outcomes

How renewals went over a date range.

  1. On the Renewal Outcomes card, set the Start date and End date (the last three months by default) and click Run Report.
  2. The tiles show Eligible for Renewal, Jobs Renewed, Renewal Rate and Avg Uplift Realized.
  3. Churn by Territory lists jobs that did not renew, by territory, and Top Upsells at Renewal lists services added at renewal with their count and average value.

Unbilled Visits

Completed visits with no invoice, priced from each job’s product and service lines.

  1. On the Unbilled Visits card, set the date range and click Run Report.
  2. The report shows how many completed visits have no invoice, their value, how many the automatic invoicing will bill, and how many need invoicing by hand.

See Unbilled Jobs for how to work this list.

What happens next

Built-in reports read live data each time you run them, so re-run a report whenever you need fresh numbers. Each report page has Back (or Back to Reports) to return to the Built-in Reports page.

Tips & best practices

  • Download the Season Summary CSV at season close to keep a permanent record before you roll into the next season.
  • Watch the Skipped %. A rising skip rate usually points to weather, access, or crew-capacity problems.
  • Run Capacity & Routes the day before to spot crews booked past 8 hours, and give untimed visits a start and end time so the labor hours are complete.
  • Use the Program Round Dashboard during a round, not just after it, to catch completed visits that are missing a chemical log while the crew still remembers the day.

Troubleshooting

  • A card is missing - your plan does not include that area (Seasons, Programs or Renewals).
  • “No seasons yet” / “No programs yet” - create a season or program first; the card links to it.
  • The Season Summary is empty or shows zeros - the season may have no active jobs or generated visits yet.
  • “This program has no rounds yet.” - add rounds from the program’s summary page.
  • “No routes scheduled for (date).” - no crew has visits that day. Try another date or clear the crew filter.
  • Labor hours look low on Capacity & Routes - check the Untimed Stops column. Visits with no times add no hours.

Put it to work in your own account

Start free trial Get in touch

14-day free trial · No credit card required