Build your own reports

Dashboard → Reports → Custom lets you build a report from any entity your role can read — Jobs, Quotes, Invoices, Payments, Opportunities, Expenses, or Bookings. Choose a date field, a from/to range, how to group the results, and up to 3 metrics, then run it. Nothing is queried until you press “Run report.”

The entity dropdown only ever shows what you personally have permission to read — someone without invoice access, for example, never sees “Invoices” as an option, and the report re-checks that permission on the server every time it runs, not just when the page loads.

Group by a date bucket — day, week, or month — to see a trend over your chosen range. Or group by Phase (a fixed, small set like open/won/lost or draft/active/done/canceled) or by Status/Stage (your own labels, including any renames or pipeline stages you’ve configured) to see a breakdown instead of a trend.

Grouping by a date bucket requires a from/to range, since the report needs to know which days/weeks/months to show. Grouping by Phase can optionally add a filter — for example, only Jobs currently in the “active” phase.

Pick up to 3 metrics per report: a plain count of matching records, or a sum/average over that entity’s own money field (e.g. Invoice total, Payment amount, Deal value) — always shown in your workspace’s currency. An average with no matching data shows as “—”, never a fabricated $0.

Results always show as a table, plus a bar chart of your first metric. A report with more than 50 distinct groups (rare — most groupings here are small, bounded sets) combines the smallest ones into a single “Other” row rather than cutting them off silently.

A report is capped at scanning 50,000 rows; if your filters would scan more than that, you’ll see a message asking you to narrow the date range or add a filter, rather than a silently incomplete answer.

Custom fields and a few entity-specific fields (like a Job’s service type) aren’t available as report dimensions yet — this first version only reports on the fixed, built-in vocabulary described above. Saving a report to re-run later, sharing a report with your team, and scheduled/exported reports are planned for a later release.