Reports
Access detailed reports on estimates, invoices, payments, deals, leads, and team performance.
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Access detailed reports on estimates, invoices, payments, deals, leads, and team performance.
Start here: Begin with All Estimates Report and All Activity Report.
Reports give you account-level visibility across estimates, invoices, payments, leads, deals, and job performance. Use them to spot trends, filter results, and export data for deeper analysis.
All Activity Report — Review estimate and invoice actions across your account
All Estimates Report — View the full estimate pipeline with filters and status breakdowns
Accepted Estimates Report — Track won estimates and export accepted work
Declined Estimates Report — Analyze lost opportunities and decline trends
Additional Work Report — Track approved change orders and extra work
Options Accepted Report — See which customer options are accepted most often
Estimator Performance Report — Compare estimator sales performance over time
All Invoices Report — View invoice status, balances, and payment activity
Outstanding Invoices Report — Monitor unpaid invoices and receivables
Payments Report — Track payments received across your account
Payment Requests Report — Review open and paid payment requests
Financing Reports — Analyze Wisetack financing applications and statuses
Integration Sources Report — See which connected apps create estimates
These reports are only available with the paid Operations add-on.
New Leads Report — Track lead volume by source
Lead Conversions Report — Compare lead sources by win rate and revenue
All Deals Report — Review your full deal pipeline and value distribution
Deal Tag Summary Report — Compare performance across tagged deal categories
Job Costing Report — Track margins, costs, and profitability across jobs using job value and scheduled end dates
Sales Events Booked Report — Track estimate appointment and sales event volume
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