A new Reports hub plus 11 dedicated reports
Revenue, A/R aging, customer retention, quotes, services, jobs, and automation reports — built from your own data.
Before
1 page
a couple of charts, and greyed-out links under them
After
12 pages
a hub plus 11 dedicated reports, on your own live data
The gist
Real charts, not just tables
Every one of the 12 pages pairs a chart — a trend line, a bar breakdown, a funnel, a heatmap — with the data underneath it, not just a column of numbers.
A date range that sticks
Pick last 7, 30 or 90 days, year-to-date, or a custom range once — it carries from one report to the next in your session, with a few deliberate exceptions.
Free on every plan
No tier check, no subscription check, no feature flag. All 12 pages are included on a free account.
Why you'll love it
The old Reports page gave you a snapshot and nowhere to go from it — you could see a chart, but you couldn't ask it a second question. The new hub keeps that top-line view and adds the drill-down underneath: which customers are behind on Retention, which services are carrying the year, where the money actually is on Revenue and A/R Aging, alongside Jobs and the rest of the 11 dedicated reports.
The data was always there. Now there's a page built to actually show it, twelve times over.
By the numbers
12
report pages
the hub, plus 11 dedicated reports
0
plan gates or feature flags
every page, on every plan, free accounts included
5
aging buckets on A/R Aging
Current through 90+ days