Reports are available across Clypboard, including locations, users, and desktop pages, which can then be downloaded or emailed.
Use the Reports panel on any location page for associated invoices, location notes, service items, and more:
Bundle summary reports by technician for a given date range into a single PDF or ZIP file:
Use the designated reports page to access and run common reports, like A/R, Gain/Loss, sales, and more:
View report run history and download previous reports:
Users can create custom reports using the scripts page or by building a SQL query using our Data Dive feature:
