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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, Operations, Capacity, Tables, Export
Reports overview
Screenshot: Reports page.
tip

Upgrade to Pro under Settings → Billing to unlock reports and CSV export.