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[PU-026] Reports

# [PU-026] Reports

What is it?

You know your business is growing but can't see exactly where or why. The Reports Power-Up gives you access to built-in reports and dashboards that show you clear insights into your team's performance, revenue, job completion rates, and more — no spreadsheet skills required. Just open a report and get the answers you need.

How it Helps Your Business

  • Field Techs: See their own performance metrics and track how they're doing against goals.
  • Office Staff: Pull up reports for customers, jobs, or finances in seconds — no more building spreadsheets from scratch.
  • Managers: Make data-driven decisions with clear dashboards that show revenue trends, team productivity, and operational bottlenecks.
  • Customers: Benefit from a business that continuously improves based on real performance data.

Essential Details

Key Capabilities

  • Pre-built report templates for common business questions
  • Performance dashboards that update in real time
  • Revenue analysis to understand where your money is coming from
  • Export options for sharing reports with stakeholders
  • Trend tracking to spot patterns over time

Getting Started

To enable Reports, go to Settings → Marketplace in your Out-Smart back office. Find the Reports Power-Up and click Activate. Once enabled, you'll find your reports section with pre-built templates ready to use. Customize them to focus on the metrics that matter most to your business.

Related Features

  • [Power BI](power-bi.md) — Connect to Microsoft Power BI for advanced custom analytics
  • [CRM Plus](crm-plus.md) — Richer customer data means richer reports
  • [Timesheets](timesheets.md) — Time tracking data feeds into productivity reports