Build Custom Reports

How to use the report builder to create one-time or recurring reports, downloaded as a branded PDF plus CSV files, with your choice of report type, time range, sections, and filters.

Written by Julian ParkUpdated over a week ago4 min readBeginner

What this guide covers

This guide walks you through the report builder, which creates reports from your JobsiteOn data. Every report downloads as a branded PDF you can read or forward, alongside spreadsheet-ready CSV files. You will learn how to pick a report type, choose a time range, select the sections to include, apply filters, and set up recurring reports.

Before you begin

Reports are available on plans that include JobsiteOn Insights.
Technicians cannot access reports. You need an owner, admin, or manager role.
Reports pull from the same data as the rest of JobsiteOn. No additional data entry is required.

Step 1: Open the report builder

Navigate to Reports in the sidebar.
Click New report.
The builder opens full screen, with your progress shown in the left rail. You can exit at any time with Back to reports.

Step 2: Choose a report type

Pick what you want to export. Each type bundles related sections:

Financial: invoices, payments, and outstanding balances.
Sales: quotes, win rate, and value won.
Jobs: job pipeline, visits, and callbacks.
Team performance: technician productivity, hours, and on-time arrival.
Customer: customer list, job history, and lifetime value.
Statement: a per-customer account statement.

Click Continue to Customize when you have picked a type.

Step 3: Choose a time range

One-time report: pick a start and end date. The report is generated right away and appears under Available. Ranges can span up to a year, starting within the last two years.
Recurring report: pick Weekly (Mon - Sun of last week, generated every Monday) or Monthly (the previous calendar month, generated on the 1st). Recurring reports appear under Scheduled.

Step 4: Choose the information to include

Every section you keep becomes its own CSV file and its own PDF. Keep at least one section; untick anything you don't need. The Your report summary panel in the left rail updates live as you make changes.

Some report types add extra options:

Filters: limit team reports to selected technicians, or statements to selected customers.
Format data: choose how rows are grouped where the type supports it (for example, by week or by day).

Step 5: Create the report

Click Create report in the bottom bar. One-time reports generate immediately. If generation fails, the run is kept with the error shown inline so you can retry it from the hub.

What you get in the download

Every report downloads as a ZIP file containing:

One PDF for the whole report. It opens on a cover page with your company name and logo, followed by a contents page and a page for each section. This is the copy to print, file, or send to a client.
A PDF for each section, when the report has more than one, so you can forward a single section on its own.
A CSV for each section, for opening in Excel, Google Sheets, or Numbers.

The PDF and the CSV are built from the same data, so the figures always match. Long sections are shortened in the PDF, which says so on the page and points you to the CSV for the complete list.

Your logo comes from Settings, then Company, then Branding. Without one, the cover uses your company initials instead.

If a PDF cannot be generated, the report still downloads with its CSV files and the row says "CSV files only" so you know before you open it.

Managing reports

Available tab: every generated report with its date range; download or retry from the row menu.
Scheduled tab: recurring reports; pause, resume, or delete a schedule at any time.

Tip: Downloads are one-time links that expire after a few minutes. Generate a fresh download from the row whenever you need the file again.

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