How do I use the Reports tab?
For pros
Reports opens after your business is approved. It shows the same numbers your software gets from the API.
Pick a range (Last 30 days, Last 90 days, Last 12 months or All time) and a grouping (By month, By service, By ZIP or By week).
Tiles show Leads received, Jobs won, Spent on leads (with any credited amount), Cost per job won and Revenue you reported. Revenue only appears when you enter job totals on your leads.
The Breakdown table lists received, accepted, won, spent, per lead and reported paid. Tap Download CSV to export it. Your balance and a link to Billing and receipts are below.
Related questions
- Why am I not getting leads?
- How to accept or decline a lead in the portal
- How do I accept or decline a lead?
- What do shared, exclusive and related leads mean?
- What can I see before and after I accept a lead?
- How do I update the status of a lead?
- How do I add a job total or a note to a lead?
- How do I message a customer?