Help Center

SA Reports

Information about the pre-built SA Reports that you will find in the Report Center

Audit Reports

The Reports found under the "Audits" section of Reports > Report Center > SA Reports
Client Reports

The Reports found under the "Client" section of Reports > Report Center > SA Reports. Clients are an Account with an Account Type designation of "Client".
Estimate Reports

The Reports found under the "Estimates" section of Reports > Report Center > SA Reports
Financial Reports

The Reports found under the "Financial" section of Reports > Report Center > SA Reports
Forms Reports

The Reports found under the "Forms" section of Reports > Report Center > SA Reports
Franchise Reports

The Reports found under the "Franchise" section of Reports > Report Center > SA Reports. You must have a Franchise subscription to have access to these Reports.
Job Costing Reports

The Reports found under the "Job Costing" section of Reports > Report Center > SA Reports
Job Hours Reports

The Reports found under the "Job Hours" section of Reports > Report Center > SA Reports
Lead Reports

The Reports found under the "Lead" section of Reports > Report Center > SA Reports. Leads are an Account with an Account Type designation of "Lead".
Receivables Reports

The Reports found under the "Receivables" section of Reports > Report Center > SA Reports.
Revenue Reports

The Reports found under the "Revenue" section of Reports > Report Center > SA Reports
Schedule Lists

The Reports found under the "Schedule Lists" section of Reports > Report Center > SA Reports
Service Reports

The Reports found under the "Service" section of Reports > Report Center > SA Reports