Reports

What it's for

Reports is the hub for everything the shop measures — profitability, backlog, response times, compliance, and utilization. Each report is its own screen; this page is the index and the summary that tells you which one to open.

Reach it from Reports in the sidebar, at /reports.

Tabs

Links across the top take you to each report:

• Agreement profitability — which plans make money.
• Department P&L — profit by department.
• Job costing: actual vs. estimate — where quotes and reality diverge.
• Work-order aging — how long jobs are sitting, by bucket.
• Dispatch backlog — what is queued and not yet scheduled.
• SLA — response performance against promised windows.
• Callback rate — how often you go back.
• Fleet equipment health — the state of the equipment you own.
• Inspection trends — what inspections keep finding.
• PM compliance — whether the maintenance you sold is being delivered.
• Safety scorecard — safety performance.
• EPA-608 refrigerant compliance — the refrigerant record.
• Labor utilization — billable versus paid hours.
• Scorecards and Utilization & ROI — the people view.

Panels and controls

• Summary tables on this page give the headline of several reports at once, so you can see where to look before you drill in: Job type, Jobs, On-time, Avg response, and Callback for service performance; Bucket, Invoices, Amount, Share, and Oldest for aging; Month, Reviews, CSAT, and NPS for customer sentiment.
• Export CSV takes a report's numbers out for a spreadsheet.
• Drill-down buttons go from a headline to the report behind it: By tech, Agreement drill-down, Full SLA report, and the rest.
• Try again reloads a panel that failed to load rather than leaving a blank space with no explanation.

What it accepts

The hub itself takes no input. Each report has its own filters, covered on its own page.

How to configure it

• Job costing settings decide how cost is built, which is what makes the profitability reports meaningful.
• Agreements settings decide the cadence PM compliance measures against.
• Compliance settings decide the thresholds the refrigerant and safety reports use.
• Branches and Departments scope what a report covers.

Who can see it

This screen sits behind the Reports area.

Owners, office managers and dispatchers can open it. Technicians cannot — a technician's own numbers appear on their scorecard in the field app. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.

The full role matrix is on Roles & permissions.