With over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.
To get to your Reports click Reports from the sidebar on the left of your screen.
Reports are divided into three categories: financial reports, work reports, and client reports.
These reports are:
- GPS waypoint tracking
- Product and services report
- One-off and recurring jobs reports
- Visits report
- Quotes created and converted reports
- Timesheets report
Some of the reports will have an overview section that breaks down items in the report. From this overview section, you can click on each of the sections to filter the report and these items will appear in the list section of the report.
For example in the Projected Income Report, you can click on each of the headings to view those invoices. So clicking Invoices due in 7 to 30 days will display the invoices that have due dates that fall within 7 to 30 days.
When you access a report, you'll see an Options box at the top of the page, this is where you can begin to customize the report. Each report has it's own options for customization.
For many of the reports you can set a particular date range, or you can choose a specific start and end date by choosing Custom Range.
For the majority of the reports you can customize further by adding additional columns of data. To do this, click the Columns button found at the upper right of the report.
There is also an option for "receive Excel copy". When you click this button you will be sent a .csv file of the report which can be opened in Excel or saved to your computer. The email will be sent to the email that you are currently signed into Jobber with.
There are options to view all the columns available for this report on the emailed copy, or just selected columns. If you chose selected columns, the emailed report will show the columns that are currently on your screen in Jobber.
Who can see reports?
All admin users have access to reports as part of their permissions. In order for other users to view reports, their Reports permission box must be checked. To do this, an admin will need to click on the Gear Icon > Manage Team > select the user, click on Show Advanced Permissions from under the pre-set permission groupings and then make sure that Reports is checked.