Reports
Advanced reporting gives admins a complete view of business performance across revenue, clients, tickets, technicians, and invoices, with period comparisons, smart insights, and export options.
Accessing Reports
Navigate to Reports in the Admin section of the left sidebar. Reports are available to all plan tiers, including the free trial.
Period Selector
Every report tab responds to the period selector at the top of the page. Choose from:
- Week: Monday through Sunday of the current week
- Month: 1st through last day of the current month (default)
- Quarter: current calendar quarter
- Year to Date: January 1st through today
- Custom: pick any start and end date
All KPIs show the current period value alongside a percentage change badge comparing to the prior period of equal length. For example, selecting "Month" compares March to February.
Report Tabs
Overview
The Overview tab is the executive summary of your business. It shows:
- Smart Insights: AI-generated observations, such as revenue growth rate, profit margin, and quote win rate anomalies. Up to 5 insights are shown based on what changed most significantly in the period.
- 8 KPI cards: Revenue, Expenses, Net Profit, Tickets Closed, New Clients, Invoices Paid, Quotes Sent, and Quotes Won. Each card shows the current value and a colored trend badge vs. the prior period.
- Revenue trend chart: Revenue by calendar month for the last 12 months as a gradient area chart.
Revenue
Deep-dive into your financials:
- Revenue vs Expenses: Overlaid area chart for the last 12 months showing both curves, making it easy to spot when costs caught up with revenue.
- Revenue by Category: Donut chart and legend breaking revenue down by work type category.
- Top Clients by Revenue: Horizontal bar chart of your top 10 clients by total revenue for the selected period.
Clients
Understand where your clients come from and who drives the most value:
- KPIs: Total clients, new clients this period (with trend), and active clients (those with ticket activity in the period).
- New Clients trend: Area chart of client acquisition by month for the last 12 months.
- Clients by Source: Donut chart showing acquisition source breakdown (Google, Referral, Thumbtack, Nextdoor, Repeat Client, Other) with percentage labels.
- Clients by City: Horizontal bar chart of your top 15 cities by client count.
- Top Clients by Revenue: Table ranked by revenue in the selected period with city, acquisition source badge, revenue total, ticket count, and last activity date.
Tickets
Operational performance across your service team:
- Ticket Volume: Bar chart of tickets created per month for the last 12 months.
- Status Distribution: Donut chart of current status breakdown (Open, In Progress, Scheduled, On Hold, Resolved, Closed).
- Activity Heatmap: Grid of every hour of every day of the week, shaded by ticket activity intensity for the last 6 months. Hover any cell to see the exact count. Use this to spot your peak hours and understaffed windows.
- Resolution Time Distribution: Bar chart bucketed by days to close (Same day, 1-3 days, 3-7 days, 7-30 days, 30+ days). Colored green to red by urgency.
Technicians
Individual performance across your field team:
- Revenue by Technician: Horizontal bar chart ranking each technician by revenue generated in the period.
- Technician Leaderboard: Table with Assigned, Closed, Close Rate (with inline progress bar), Revenue, Avg Hrs/Ticket, and Avg Rating columns. The top earner gets a trophy icon. Rating is pulled from your review data.
Invoices
Cash flow visibility across your billing pipeline:
- Quote to Payment Funnel: Visual funnel showing the conversion at each stage: Quotes Sent, Accepted, Invoiced, and Paid, with drop-off percentages between steps.
- Invoice Aging: Bar chart and legend of outstanding invoices by age bucket: Not yet due, 0-30, 31-60, 61-90, and 90+ days overdue. Color-coded from green to red.
- Payment Velocity: Line chart of average days to collect payment by month for the last 12 months. Spikes indicate delayed collection periods.
Exporting Reports
PDF Export
Click Export PDF in the top-right of the Reports page to print the current tab to PDF. A clean print header is added with your report title, period, and generation date. Chart colors are preserved in the printed output.
In your browser print dialog, select Save as PDF as the destination. Recommended settings: Letter or A4, landscape orientation for wide charts.
Email Report
Click Email Report to send a formatted summary to any email address. Enter the recipient and click Send Report. The email includes all 8 KPI metrics with trend comparisons, formatted as a clean HTML table, plus a PDF attachment of the full report for easy saving and forwarding.
Email reports are sent from your Servelo system address. They are not saved or stored in your account.
Smart Insights
The Overview tab auto-generates insights based on your data. Insights are triggered by significant patterns:
| Trigger | Insight shown |
|---|---|
| Revenue up more than 20% | Strong growth callout with rocket icon |
| Revenue up 0-20% | Positive revenue growth note |
| Revenue down more than 10% | Warning with decline percentage |
| Net profit negative | Expenses exceeding revenue alert |
| Net profit positive | Net margin percentage |
| Quotes sent with any data | Quote win rate (accepted / sent) |
| Tickets closed changed more than 10% | Volume up or down vs prior period |
| Any time | Best revenue month on record |
Up to 5 insights are shown, prioritized by business impact.
Period Comparison
All KPI trend badges use the prior period of equal length as the baseline. Examples:
- Month view compares the current month to the previous calendar month.
- Quarter view compares the current quarter to the prior quarter.
- Custom range compares your selected window to the window of equal duration immediately before it.
Green badges indicate improvement. Red badges indicate decline. No badge appears if there is no prior-period data to compare against.
Data Sources
| Metric | Source table |
|---|---|
| Revenue | Revenue entries linked to paid tickets |
| Expenses | Expense records with date in the period |
| Tickets Closed | Tickets with status closed or resolved, updated in the period |
| New Clients | Client records created in the period |
| Invoices Paid | Invoices with status paid, updated in the period |
| Quotes | Quote records, filtered by creation or acceptance date |
| Technician Ratings | Review records joined by technician assignment |
| Client Source | source field on the client record, set at intake |