Reports
Fifteen reports covering revenue, techs, inspections, retention, and marketing — with date presets and CSV export.
You can't fix what you can't see. The Reports page gives you fifteen reports across every side of the business, each with charts, summary cards, and a one-click Export CSV for anything you want to work with in a spreadsheet.
Picking a date range
Every report runs against a date range. Use the presets — This Month, Last Month, This Quarter, This Year — or choose Custom and set your own start and end dates. The revenue report also lets you switch granularity between daily, weekly, and monthly.
Money reports
- Revenue — total revenue, average repair order, and RO count versus the previous period, with revenue over time, by category, and by technician.
- ARO — average repair order trend over time, plus ARO broken down by service writer. This is the number that tells you if your estimates are selling.
- Parts Margin — markup performance by category, and approval rate by markup bracket — so you can see where pricing is costing you approvals.
Shop floor reports
- Tech Efficiency — billed versus actual hours and a performance table per technician.
- Comeback Rate — the trend over time and comeback rate by technician. Shop Commander flags potential comebacks automatically on repair orders, and this is where the pattern shows.
- Inspection Metrics — the full DVI funnel: inspection rate, send rate, view rate, approval rate, and how long customers spend reading their reports.
- Warranties — active warranties, what's expiring in 30/60/90 days, and claims filed with total claimed cost.
Customer and marketing reports
- Declined Jobs — pipeline value, recovery rate, and revenue recovered by the follow-up engine. Pairs with the dashboard in Campaigns & Follow-Ups.
- Customer Retention — return rate, visit frequency, lifetime value distribution, and new versus returning customers.
- Campaign ROI — sends, response rate, conversions, and revenue attributed per campaign.
- Referrals — where new customers come from, and who your top referrers are.
- CRM Retention, CRM Campaign ROI, Review Generation, and Automation Log — the automation engine's scorecard: lifecycle retention trends, per-campaign conversion, review requests sent versus completed, and a full log of every automated message with its status.
A habit worth building
Pick three numbers — revenue, ARO, and declined-work recovery rate — and check them every Monday on last week's range. Ten minutes a week here beats a quarterly surprise.