Advanced Reporting
Advanced Reporting
Advanced reporting is a Pro plan feature that gives you a full picture of your business revenue — not just technician pay. It's available to admins only.
Accessing Reports
Click Reports in the main navigation. If you're on the Starter plan, you'll see an upgrade prompt. Upgrade to Pro under Account Settings → Billing to unlock the full Reports page.
Date Range
The Reports page defaults to the current calendar month (first day of the month through today). This gives you a monthly revenue view without any extra setup.
To change the date range, click Custom Dates and pick a start and end date.
Note: The date range applies to the Revenue, Tech, and Job Type sections. The Status Aging section always shows all currently open jobs regardless of date, so you have a real-time pipeline snapshot.
What You'll See
Revenue Summary
Four KPI cards at the top:
- Total Revenue — all completed job revenue for the period (cash + insurance)
- Cash Revenue — revenue from non-insurance jobs
- Insurance Revenue — total insurance job value (deductible + billed insurance)
- Avg Job Value — total revenue divided by the number of completed jobs
Revenue by Technician
A table showing each technician's revenue contribution for the period, sorted from highest to lowest:
Column | What it shows |
|---|---|
Tech | Technician name |
Jobs | Number of completed jobs assigned to this tech |
Revenue | Total revenue from their jobs |
Avg / Job | Revenue divided by job count |
% of Total | Their share of total period revenue |
Revenue is attributed to the primary assigned technician on each job.
Job Type Breakdown
A count and revenue summary broken down by job type:
- Cash — jobs not billed to insurance
- Insurance — jobs billed through insurance
- ADAS — jobs that included ADAS calibration (revenue shows ADAS cost only)
- Two-Man — jobs that used a second technician
- Chip Repair — chip repair jobs (count only)
- R&I — remove and install jobs (count only)
- Multi-Vehicle — jobs with more than one vehicle (count only)
Status Aging
Shows how long jobs in each status have been sitting, so you can spot stuck work:
Column | What it shows |
|---|---|
Status | Job status (New Lead, Scheduled, In Progress, Completed Unpaid) |
Count | Number of jobs currently in this status |
Avg Age | Average days since the job was created |
Oldest | How many days ago the oldest job in this status was created |
This section is not filtered by the date range — it always reflects your current open pipeline.
Exporting to CSV
Click Export CSV to download all four sections in a single file. The file is organized with section headers so you can filter and sort in Excel or Sheets.
The filename includes the date range you have selected: glassflow-reports-YYYY-MM-DD-YYYY-MM-DD.csv.
Still need help? Chat with us using the support widget.
Updated on: 29/03/2026
Thank you!