Reports overview
Reports give shop owners insight into revenue, pipeline, workshop capacity, and operations.
Who can do this
Pro plan required for full access. Starter accounts see a locked preview. Members also need the Reporting permission area.
Structure
- Date range picker — filter all tabs
- Tabs: Overview, Charts, Quotes, Operations, Capacity, Tables, Export
tip
Upgrade to Pro under Settings → Billing to unlock reports and CSV export.