Understanding the Reports Dashboard
See how your business is performing — jobs completed, revenue, issues, and team productivity at a glance.
Review business performance from one dashboard
Use the Reports dashboard to monitor the key numbers that show how your company is performing. From a single page, you can see job volume, completion trends, issue levels, revenue, client feedback, and team output for a selected date range.
The Reports dashboard is available to Owners and Managers only. Techs see an access denied message if they try to open the reports page.
What's on the dashboard
The dashboard combines summary cards with charts so you can scan performance quickly and then look for patterns behind the numbers. All values on the page update when you change the date range.
KPI cards
| Card | What it shows |
|---|---|
| Jobs completed | The total number of completed jobs in the selected date range. |
| Completion rate | The percentage of scheduled jobs that were completed. |
| Issue rate | The percentage of jobs with an issue flag. The card turns red when the rate goes above 5%. |
| Revenue | The total value of completed jobs in the selected date range. |
Charts
| Chart | What it shows |
|---|---|
| Weekly trend | A line chart showing jobs completed and revenue by week. |
| Client feedback | A doughnut chart showing positive versus negative feedback, including percentages. |
| Team breakdown | A horizontal bar chart showing completed jobs by team member. The dashboard shows the top 6 team members and groups the rest as Other. |
Date range
Use the dropdown at the top of the page to switch between three preset ranges:
- This month
- Last 30 days
- This quarter
The dashboard uses This month by default. When you choose a different range, all cards and charts recalculate to match that period.
How to access
Open Reports from the main menu to access the dashboard. The page loads automatically with the current month's data.
For a deeper explanation of what each metric means and how to interpret changes over time, see Reports metrics.