STEP 01
Choose the source
Start with jobs, estimates, invoices, payments, labor, work orders, materials, or another supported record.
Ask the shop’s live data a business question and open the records behind the answer
Answer recurring shop questions from live records and open the jobs behind each number.
Why it matters
A report should explain the number, not merely display it
For owners and operations managers who need more than a fixed dashboard.
01
Exports are stale as soon as they are downloaded.
02
Custom shop data cannot be grouped cleanly.
03
A surprising total cannot be traced to its records.
04
The same spreadsheet is rebuilt every month.
Questions worth answering
The report matters when you can act on the records behind it.
Use current operational data, then move from a surprising total directly into the jobs, invoices, labor, or work orders that produced it.
How it works
Build the question in four choices
STEP 02
Filter the population
Apply date ranges and value conditions with AND/OR logic.
STEP 03
Group and calculate
Group by a useful dimension and count, sum, average, or compare the available values.
STEP 04
Drill into the result
Open the underlying records when a total needs explanation or action.
Illustrative report output
A total should lead back to the work behind it
Group live records, compare useful dimensions, and drill into the jobs that produced a result.
Questions buyers ask
Straight answers, before the demo.
Can reports use custom fields?+
Yes. Supported custom fields become available for filtering and grouping so the reporting model can match your shop.
Can reports be saved?+
Authorized users can save useful reports so the company can rerun the same question against current data.
Can I open the records behind a number?+
Yes. Report results are designed to drill down into the live records that produced them.
See it in action