Reporting Overview (Reports)
Last updated October 16, 2026 · Admins, office staff, and owners
The product gives you three different ways to look at your data, and it helps to know which one to reach for. This overview explains the difference between the custom report builder, the visual dashboards, and the built-in reports so you can pick the right tool for the question you’re trying to answer. All three are in the Reports group in the sidebar. For step-by-step instructions on each, follow the linked articles below.
The three kinds of reporting
1. Custom Reports (the report builder)
A build-it-yourself, spreadsheet-style tool. You pick a dataset (for example CRM & Leads, Jobs & Work Orders, Billing & Payments), choose which columns you want, set filters and sorting, then run it to get a sortable, filterable grid of rows. You can save your own reports, tweak the layout, and save named views of a grid. This is the right choice when you want a list of records you can slice, sort, review, and re-run later.
- Where: Reports > Reporting in the sidebar (Pro and Scale plans).
- Best for: “Show me every open lead by source,” “list all unpaid invoices older than 30 days,” “which jobs have a visit next week.”
- See: Build a Custom Report
2. Visual Reports (chart and KPI dashboards)
Four ready-made dashboards, each a set of KPI tiles and charts for a part of your business: Financial, Operations, Sales, and Customers & Programs. You don’t build anything; you pick a dashboard tab, choose a date range, and read the charts. This is the right choice when you want a visual pulse on the business rather than a row-by-row list.
- Where: Reports > Visual Reports in the sidebar (Scale plan).
- Best for: “How are collections trending this quarter,” “what does my lead funnel look like,” “how many visits did we complete last month.”
- See: Visual Reports
3. Built-in Reports
Purpose-built reports you run for one season, program, day or date range at a time: Season Summary (with a CSV download), Program Round Dashboard, Capacity & Routes, Renewal Outcomes, and Unbilled Visits.
- Where: Reports > Built-in Reports in the sidebar. Each report has a card on that page with a Run Report button.
- Best for: end-of-season recaps, a per-program round breakdown with chemical-log coverage, a day’s crew capacity, renewal results, and completed work that has not been invoiced.
- See: Built-in Reports
If you track chemical applications, the Chemical Dashboard under Chemicals is a season-wide view of your chemical records.
How to choose
| You want to… | Use |
|---|---|
| Get a filtered, sortable list of records you can save and re-run | Custom Reports |
| See charts and KPIs for a slice of the business over a date range | Visual Reports |
| Get a recap of one season (and download it as CSV) | Built-in Reports: Season Summary |
| See how a program’s rounds are going | Built-in Reports: Program Round Dashboard |
| Check whether a day’s crews are overbooked | Built-in Reports: Capacity & Routes |
| Find completed work with no invoice | Built-in Reports: Unbilled Visits |
| Build something the built-in reports don’t cover | Custom Reports |
Tips & best practices
- Start with Visual Reports for the big picture, then drill into Custom Reports for the detail. The dashboards tell you what is happening; the report builder tells you which records are behind it.
- Custom reports are saved per company and can be re-run any time. Build the ones you look at weekly once, and reuse them.
- Dates follow your company’s time zone, and a date range includes its end date.
Related articles
- Build a Custom Report: pick a dataset, columns, filters, and sort; run, save, clone
- Visual Reports: the four chart and KPI dashboards and how to read them
- Built-in Reports: Season Summary, Program Round Dashboard, Capacity & Routes, Renewal Outcomes, Unbilled Visits