Advanced Reporting Pack

Adds custom reports, and exportable job and client lists for MS Excel users.


There are two main aspects to the Advanced Reporting Pack add-on

• Create Custom Reports

A new option in the Reporting tab to generate on-screen custom reports on jobs or revenue, filtered by Job Status, Job Category, Job Badge and/or Staff Member. Custom settings can be saved as a standard report.

• Export jobs, clients & materials

The ability to bulk-export a .CSV spreadsheet of all your jobs, clients or materials, which can be useful for further custom reporting, or cleaning up your client or material data.