Thirty-seven reports you'd otherwise build in a spreadsheet.
Every report reads from the same orders, stops and payments your team enters during the day, so Monday's numbers are ready Monday morning. Export any of them to CSV, print, or schedule an email.
Plan availability: Included on every plan. · Compare plans
Revenue
Revenue grouped by month, week, quarter, day, size, yard, zone, driver, customer type, lead source, service type or customer. Payments collected, invoice register, A/R aging, refunds and credits, revenue by line type, sales tax (flags untaxed non-exempt orders), discounts and promos.
- 8 revenue reports
- 9 operations reports
- 7 customer reports
Operations
Orders by status, deliveries and pickups, on-time performance, rental duration, overdue rentals, cancellations, dump tickets, unbilled tonnage and job costing with fuel and labor pools spread per completed stop.
- 7 customer reports
- 7 asset reports
- 6 driver & fleet reports
Customers
Top customers, lead sources, new vs. repeat, account balances, retention and win-back (dormant after N days), estimates pipeline, recurring and permanent.
- 6 driver & fleet reports
- CSV export and print
- Scheduled email delivery
Assets, drivers and fleet
Fleet utilization by size, utilization and turns, where every can is, idle inventory, maintenance log, revenue per container, unscanned assets, driver performance, shift log, route efficiency from GPS miles, payroll (Sun–Sat weeks with overtime), fuel expense and fleet MPG.
- Scheduled email delivery
What you get with Reports
- 8 revenue reports
- 9 operations reports
- 7 customer reports
- 7 asset reports
- 6 driver & fleet reports
- CSV export and print
- Scheduled email delivery
Frequently asked
Can I schedule a report to email my accountant?
Yes. Any report can be scheduled daily, weekly or monthly to one or more addresses in your timezone.
Related features
Analytics
Trends and performance dashboards. Reports tell you what happened.
Explore Analytics →Integrations
GoHighLevel, webhooks, API. You do not need another silo.
Explore Integrations →3rd-party haulers
Send stops to outside haulers. Brokers, multi-market operators and any hauler with more calls than cans use the 3rd-party module to say yes and subcontract the stop..
Explore 3rd-party haulers →