Analytics & Integrations

Reporting

Visualize revenue, routes, conversions, and retention trends.

LB LawnBeast Product Team

Every report you need to run the numbers side of your business — revenue, who owes you money, what's getting booked, and how your automations are performing — in one place, free on every plan.

Who this is for

Anyone chasing down what's overdue
The A/R Aging report sorts every unpaid invoice into buckets by how late it is, so you know exactly who to call first instead of scrolling your whole invoice list looking for red flags.
Contractors who want to know what's actually working
Revenue by service and by customer, job volume by team, quote win rates — the kind of numbers that tell you where to spend your next hour, not just what happened last month.
Anyone relying on automatic invoicing or reminder emails
The Automation reports show whether your auto-invoice runs, payment reminders and lead-capture forms are actually converting — not just that they're switched on.

What it does

  • Overview dashboard. Revenue and jobs trend over your chosen date range compared to the previous period, a schedule breakdown by weekday, and a team performance table.
  • Revenue. Income broken down by service and by customer, with the same previous-period comparison.
  • A/R Aging. Every open or partially-paid invoice sorted into five age buckets — Current, 1-30, 31-60, 61-90, and 90+ days overdue — with a per-customer rollup and a searchable, filterable invoice table. You can also set the "As of" date to any day in the past to see how aging looked at a specific point in time.
  • Jobs & Services. Job volume completed, cancelled and scheduled, and which services are the most requested.
  • Customer Status. A setup-readiness snapshot per customer — email confirmed, card on file, next scheduled service — and the only report on this page with a CSV export.
  • Retention & Top Customers. Who's active, who's gone quiet, and who's generating the most revenue.
  • Quotes Pipeline. Where your open quotes stand by status, so nothing sits forgotten.
  • Automation reports. How your auto-invoice runs, reminder emails and lead-capture forms are performing, broken out by Email Activity, Payment Auto and Leads & Website.

Every report shares the same date-range control (7/30/90 days, year-to-date, all time, or a custom range) and, on most pages, compares your chosen period to the one before it.

What you get out of it

01
A collections list that prioritizes itself
A/R Aging tells you who's 60+ days late without you having to eyeball due dates across every open invoice.
02
Numbers you don't have to build yourself
Revenue by service, job volume by team, quote pipeline by status — the reports a growing lawn care business would otherwise track in a spreadsheet.
03
No plan gate on any of it
Every report page is free on every plan — nothing here requires an upgrade to view.

Common questions

Do I need a paid plan to see my reports?

No. Every report page is available on every plan — there's no upgrade gate on viewing your revenue, aging, jobs or any other report here.

What is "AI Insights"?

It's a preview of an upcoming add-on, shown on a few report pages behind an Upgrade link. On most pages it's illustrative example text rather than a number pulled from your account — on A/R Aging specifically, one line is calculated from your real overdue total, with the rest as locked previews. Don't rely on the locked insights as advice about your business yet.

Can I export my report data?

Only the Customer Status report has a CSV export today. The others are for viewing in the app.

Is there a report that logs everything that happens on my account?

Not as a standalone page. Recent activity on a specific invoice shows up as a short event list on that invoice's detail page, but there's no dedicated, filterable audit-trail report yet.

Does the date range I pick apply to every report?

Most reports share the same 7/30/90-day, year-to-date, all-time and custom range control, and it persists as you move between pages. A/R Aging is the exception — instead of a range, it uses a single "As of" date so you can see aging as of any day, past or present.

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