Job tags card

Sales leaderboard card

Invoice cards

Service plan cards

Estimates cards

Jobs cards

Your data, your way. Our new reporting business cards allow you to fine-tune your card, allowing you to refine your filters, set date ranges, and change the card presentation.

You can change the display settings by clicking on the three dots in the top right corner of the card.

Once selected, your card will display these settings when you return to your dashboard.

You can click the eye symbol or anywhere on the graph to view additional information about the report.

After diving deeper, you'll have full access to the report, including the ability to change filters, add metrics, or see results on a list view by selecting any data row within the report.

To change the report filters, date range, or metrics in the report drill down into the card. After drilling down into the card, you’ll be on the full report page and can change the report settings.

Yes. After you drill down and make any changes to the report, you can save the settings back to your dashboard by clicking on “save” in the report view.

You can also change the name of the report and this will update your dashboard card.

The Job by tags card on the Dashboard displays the job count and total invoice amount by job tag for jobs created, scheduled, or completed over the last 365 days.

It's a snapshot view of jobs by tag to gain insights into which Job tags you use most. It cannot be customized in any way.

All jobs completed in the last 45 days with at least one job tag applied are included in the card.
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Job revenue is calculated as the sum of the invoice amount, less taxes and tips.

As a reminder, the Job Tags card is set to only show completed jobs by default.
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Yes. Follow the instructions here to customize the report and save the settings back to your Dashboard.

The current Sales Leaderboard card displays the total invoice amount and job count by assigned employee for jobs created, scheduled, or completed for all time.

The Sales Leaderboard card has been replaced with an upgraded report using our new reporting infrastructure:

All jobs completed in the last 45 days that have at least one employee assigned will appear on this card.

Job revenue is calculated as the sum of the invoice amount, less taxes and tips. As a reminder, by default, the card is set to only show completed jobs.

When two employees are assigned to the same job, each employee will get full credit for the job.

If you’d like to adjust this, you can (1) start tracking employee sales using our Sold by Employee feature, or (2) drill down and filter out helper employees from the report and save it (see details above on how to use the card).

Yes. Follow the instructions here to customize the report and save the settings back to your Dashboard.

The current Open invoices card on the Dashboard displays the total invoice amount by open invoice status.
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The legacy Open invoices card will be replaced by an updated report that gives more visibility into all of your open invoices, and more flexibility to customize the report.

All invoices created in the past 365 days that have not been fully paid are included in the new Open invoices card.
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No due date: invoices that have been created, but don't have a due date because the due date is tied to the job completion date.

Due & sent: invoices that have a due date after today and have been sent to the customer.

Due & unsent: invoices that have a due date after today and have not been sent to the customer.

Past due & sent: invoices that have a due date before today and have been sent to the customer.

Past due & unsent: invoices that have a due date before today and have not been sent to the customer.
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Click on any bar on the Open invoices card to drill into the invoices associated with that status.

To see all invoices in the report, click on the blue dollar amount under "Invoice amount total" in the top left of the card.

To customize the report, click on the 'View/edit report' button in the bottom right of the card.