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Run and export a report

Money → Reports: pick a report, choose the period, sort it, then export it as CSV, Excel, JSON or PDF.

Last updated October 17, 2026

  1. Open Money → Reports.
  2. Pick a report: Revenue & Sales, Tech Performance, Job Status, Payroll & Payouts, Catalog Margin, Client Activity, Invoices / AR or Zone Breakdown.
  3. Choose the period: 7 days, 30 days, 90 days, year to date or 12 months, or set exact dates. You can also filter by technician or status.
  4. Click a column heading in the detail table to sort by it; click again to reverse.
  5. Use Export to download the report on screen, with your filters and sort, as CSV, Excel (.xlsx), JSON or PDF.

Need everything, not a summary? The same page downloads every job, technician, client or invoice as CSV, Excel, JSON or PDF. See Exports and integrations.