Reports
Reports turn the work your team does every day into clear numbers you can act on. Service Buddy includes built-in reports for revenue, jobs, clients, inventory, and more, plus tools to filter, export, and build your own.
What you can do
Section titled “What you can do”- View built-in reports — tour the reports that come with Service Buddy and how to filter them.
- Export report data — download any report as CSV or PDF for spreadsheets, accountants, or team meetings.
- Build a custom report — choose exactly the fields, filters, and groupings you need.
Why it matters
Section titled “Why it matters”The right report at the right time changes decisions. Service Buddy makes it easy to spot which services are most profitable, which clients are falling behind on payments, and which team members are closing the most work — without having to pull data manually.
Common questions
Section titled “Common questions”Which reports do flooring retailers run most often?
The big four: Sales Tax Liability (monthly state filing), Payments (reconciling against bank deposits), Inventory Summary (knowing what’s on the floor), and Client Re-Engagement (clients without a job in 12+ months). The Projected Income report helps cash-flow planning when invoices are out but unpaid. The Commissions report is essential at month-end for payroll.
How do I run a sales tax report for filing?
Open Sales Tax Liability, set the date range to the filing period (most states are monthly or quarterly), review taxable vs non-taxable totals, and export to CSV/Excel for your accountant. See Export report data.
When should I build a custom report instead of using a built-in?
Use built-ins when they cover what you need — they’re maintained and consistent. Build custom when you need something specific (revenue per flooring brand or product type, install volume by salesperson by month, average days from quote to install, sales mix by category — carpet vs hardwood vs LVP vs tile). See Build a custom report.
Can reports be scheduled to run automatically?
Not built-in. For recurring reporting (weekly/monthly), most retailers add a calendar reminder to run-and-export the same report each cycle.
Why does my report look empty?
Three things to check: (1) date range — is it set to a period with actual activity? (2) status filter — is it filtering out the records you want? (3) location filter — is it scoped to a branch with no data?