Build Custom Reports

How to use the custom report builder to create tailored reports with your choice of metrics, filters, groupings, and visualizations.

Written by Julian ParkUpdated 2 days ago4 min readBeginner

What this guide covers

This guide walks you through the custom report builder, which lets you create reports tailored to your specific business questions. You will learn how to choose data sources, select metrics, apply filters, group results, and pick a visualization type.

Before you begin

You need Owner or Admin permissions to create custom reports.
Custom reports pull from the same data as the built-in reports. No additional data entry is required.

Step 1: Open the report builder

Navigate to /reporting.
Click New Report in the top-right corner.
The report builder opens with a blank canvas.

Screenshot: The custom report builder interface showing the data source selector, metrics panel, filters panel, and a blank chart area.

Step 2: Choose a data source

Select the primary data source for your report:

Jobs -- job records with statuses, dates, and assignments.
Invoices -- invoice records with amounts, statuses, and customers.
Quotes -- quote records with conversion statuses.
Payments -- payment records with amounts and dates.
Contacts -- customer records with job and invoice counts.
Team -- team member records with performance metrics.

Step 3: Select metrics

From the Metrics panel, drag the measurements you want into the report canvas:

Count, sum, average, minimum, maximum.
Revenue, hours, completion rate, conversion rate.
Any numeric field from the selected data source.

Step 4: Apply filters

Click Add Filter to narrow the data:

Choose a field (e.g., Status, Date, Team Member, Service Type).
Set the condition (equals, contains, greater than, between).
Enter the value.

You can add multiple filters. All filters apply simultaneously (AND logic).

Animation: Adding a filter for "Status equals Completed" and a date range filter, then watching the chart preview update in real time.

Step 5: Group results

Use the Group By option to segment your data:

Group by Team Member to compare individuals.
Group by Service Type to compare service lines.
Group by Month to see trends over time.
Group by Customer to see per-customer breakdowns.

Step 6: Choose a visualization

Select the chart type that best represents your data:

Bar chart -- comparing categories.
Line chart -- tracking trends over time.
Donut chart -- showing proportions.
Table -- detailed row-level data.
Number card -- a single headline metric.

Screenshot: The visualization picker showing five chart type options with preview thumbnails.

Step 7: Save the report

Click Save in the top-right corner.
Enter a name for your report.
Choose whether to keep it private or share it with the team.
Click Save Report.

Your saved report appears in the Custom Reports section of the reporting sidebar.

Tip: Start with a simple report and add complexity gradually. A report with too many metrics and filters can be hard to interpret.

Editing a saved report

Open any saved custom report and click Edit to modify the data source, metrics, filters, grouping, or visualization. Changes are saved when you click Save again.

Deleting a custom report

Open the report, click the overflow menu (...), and select Delete. Deleting a report is permanent and cannot be undone.

Best practices

Name reports descriptively. Use names like "Monthly Revenue by Service Type" rather than "Report 1."
Limit to 3-5 metrics per report. More metrics make the report harder to read.
Use date filters on every report. Without a date filter, the report includes all historical data, which may be slow to load.
Review and clean up. Delete custom reports you no longer use to keep the sidebar organized.

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