Reports hub

Module: Core | Platform: Web

Launching point for standard and custom reports across operations, finance, and workforce.

Navigation

Sidebar → Reports

URL: /reports

Overview

Pick a report tile or list entry to open the underlying dataset. Many detailed reports also appear under CRM, Finance, Forms, and Workforce Admin in the sidebar.

The Reports Hub consolidates all available reports into a single page organized by category. Each report opens with its own filters, date selectors, and export options. Reports pull live data from across Appello, so results always reflect the current state of your operations.

Who can open the Reports Hub

The /reports route itself is permission-gated. Every report card in the hub has its own permission set — a fixed list of permissions you must have all of in order to see that card as a working link (the exact sets are in the table further down this page). The hub computes this per-report check for every one of the 21 report cards and only renders the ones you pass.

If none of the 21 permission sets are fully satisfied — i.e. you don't have enough access to see even one report — the whole /reports route refuses to render the hub layout at all. Instead you get a full-page Unauthorized screen:

Unauthorized You do not have permission to view any reports

So "having access to Reports" in practice means "satisfying at least one report's full permission set," not a single dedicated Reports View toggle.

An admin-level role typically satisfies every permission set and sees all 21 cards across all 6 categories — the screenshot above shows the top of that view (Sales and Operations; the remaining four categories are further down the same scrollable page). A role with narrower permissions sees fewer categories and fewer cards per category — never a card with a different label or description.

Report categories

Category	Description
Operations	Project progress, job status summaries, and work-in-progress tracking.
Finance	Billing, invoicing, expense summaries, and budget vs. actual analysis.
Workforce	Labour hours, attendance, overtime, and headcount breakdowns.
CRM	Estimate pipeline, conversion rates, and sales performance.
Safety / Forms	Form submission summaries, compliance tracking, and incident reports.
Timesheets	Timesheet summaries, approval status, and payroll-ready exports.
Equipment	Equipment utilization, assignment history, and maintenance logs.

Available report types

Report	Category	Description
Billing Report	Finance	Summary of all invoices generated, payment status, and outstanding balances.
Estimate Report	CRM	Pipeline view of all estimates with status and conversion tracking.
Timesheet Matrix	Timesheets	Grid view of worker hours by day, job, and project for a date range.
Labour Cost Report	Workforce	Labour costs broken down by project, job, and worker.
Overtime Report	Workforce	Workers who have exceeded standard hours with overtime totals.
Expense Report	Finance	Summary of submitted and approved expenses by category and project.
Job Cost Report	Operations	Total costs (labour + materials + expenses) for each job and project.
Form Submissions	Safety / Forms	List of submitted forms with timestamps, locations, and completion status.
Equipment Utilization	Equipment	Assignment and usage data for tracked equipment and vehicles.
Attendance Report	Workforce	Daily attendance summary showing clock-in/out times and absences.

Generating a report

1. Open the Reports Hub from the sidebar.
2. Select the report you want to run by clicking its tile or list entry.
3. Set filters — most reports offer date range, project, customer, and worker filters.
4. Click Generate or Run Report to load the data.
5. Review the results in the table or chart view.
6. Use Export to download the report in your preferred format.

Export formats

Format	Description
CSV	Comma-separated values file for import into spreadsheets or payroll systems.
PDF	Formatted document suitable for printing or email distribution.
Excel (XLSX)	Spreadsheet format with formatting and column headers preserved.

Not all reports support every export format. The available options are shown on each report's toolbar.

Every report card, by category

Every report in this list now has its own documentation page. This is the complete, current set — 6 categories, 21 report cards.

Each category renders as its own card with a header (the category name) and a grid of report cards underneath — three per row on a wide screen, as shown above for Operations. Every other category (Sales, Health and Safety, Workforce Administration, Custom Report) follows the same layout.

Sales

Report	What it answers	Page
Sales By Status	Estimates and change orders grouped by Status, for a chosen time period.	Sales Reports
Sales by Status / Estimator	Same data, grouped by Status and then by Job Estimator.	Sales Reports
Sales by Estimator / Status	Same data, grouped by Job Estimator and then by Status.	Sales Reports
Sales by Customer	Estimates and change orders grouped by Customer.	Sales Reports
Sales by Customer / Type	Same data, grouped by Customer and then by Job Type.	Sales Reports
Sales by Customer / Status	Same data, grouped by Customer and then by Status.	Sales Reports

Operations

Report	What it answers	Page
Work-in-Progress (WIP) Report	Underwriter-style Work on Hand: one row per Won job with contract, billed, cost, and gross-profit figures.	WIP, Job Completion and Job Activity Reports
Job Cost	Revenue vs. expense breakdown across all jobs, as of today.	WIP, Job Completion and Job Activity Reports
Job Activity	Quick overview of job activity for a chosen date range, as of today.	WIP, Job Completion and Job Activity Reports

Health and Safety

Report	What it answers	Page
Certification Status Report	Every worker's status against every certification type — active, expiring, expired, missing.	Training and Safety Compliance Reports
Employee Training Records	One employee's training records and certificate images, as of today.	Training and Safety Compliance Reports
Employee Training Matrix	Training records for all employees in a matrix view.	Training and Safety Compliance Reports
Safety Compliance Report (BETA)	Per-day overview of logged jobs and whether required forms were signed for each.	Training and Safety Compliance Reports

Workforce Administration

Report	What it answers	Page
Employee Timesheet Report	One employee's timesheets, as of today, with the employee chosen inside the report.	Timesheet and Payroll Reports
Payroll Report	A worker's worked hours and pay totals for a chosen week.	Timesheet and Payroll Reports
Job Employees Timesheet Report	Hours and pay by employee for a specific job and week, with totals.	Timesheet and Payroll Reports
Employee Leave Report	One employee's medical and vacation leave records, as of today.	Leave Reports
All Leave By Employee	Medical and vacation leave for all employees, grouped by employee, over a date range.	Leave Reports
All Leave	Medical and vacation leave for all employees, as a filterable, customizable list.	Leave Reports
All Expense Report	Submitted Employee Expenses and timesheet-related expenses for all employees, filterable.	Expense Report

Custom Report

Report	What it answers	Page
Employee Agreement Line Item Report	Line items for a given period and employee agreement — how much needs to be paid — savable as a template.	Custom Reports

How cards are hidden by permission

Every report card checks your permissions independently — there's no single switch that hides the whole hub. When you don't have the full permission set a report requires:

• The report's name renders as plain, non-clickable text instead of a link.
• The View Report button is replaced with grayed-out text reading Insufficient permission, and the button itself is disabled.
• The card still takes up its slot in the category grid — it isn't removed, just made unusable.

A whole category section only disappears if every report inside it fails your permission check, since the hub groups reports by category after filtering.

Exact permission sets

Each row below lists every permission that must be switched on for that report's card to work. "Its own Reports permission" means the entry for that specific report under the Reports category of the permission matrix, inside the category named in the middle column.

Report	Category	Required permissions
Sales By Status	Sales	View on Estimates, Change Orders, and Financial Summary, plus its own Reports permission
Sales by Status / Estimator	Sales	View on Estimates, Change Orders, and Financial Summary, plus its own Reports permission
Sales by Estimator / Status	Sales	View on Estimates, Change Orders, and Financial Summary, plus its own Reports permission
Sales by Customer	Sales	View on Estimates, Change Orders, Financial Summary, and Companies, plus its own Reports permission
Sales by Customer / Type	Sales	View on Estimates, Change Orders, Financial Summary, and Companies, plus its own Reports permission
Sales by Customer / Status	Sales	View on Estimates, Change Orders, Financial Summary, and Companies, plus its own Reports permission
Work-in-Progress (WIP) Report	Operations	View on Financial Summary and Jobs, plus its own Reports permission
Job Cost	Operations	Its own Reports permission only (scoped — see the Job Cost report page)
Job Activity	Operations	View on Jobs, plus its own Reports permission
Certification Status Report	Health and Safety	View on Certification Types, User Certifications, and Training Providers, plus its own Reports permission
Employee Training Records	Health and Safety	View on Certification Types, User Certifications, and Training Providers, plus its own Reports permission
Employee Training Matrix	Health and Safety	View on Certification Types, User Certifications, and Training Providers, plus its own Reports permission
Safety Compliance Report (BETA)	Health and Safety	Permission to view safety forms, View on Timesheet Matrix & Timesheet Log, plus its own Reports permission
Employee Timesheet Report	Workforce Administration	View on User and Timesheet Matrix & Timesheet Log, plus its own Reports permission
Payroll Report	Workforce Administration	View on User and Expenses, plus its own Reports permission
Job Employees Timesheet Report	Workforce Administration	View on User, Jobs, and Timesheet Matrix & Timesheet Log, plus its own Reports permission
Employee Leave Report	Workforce Administration	View on User and Vacation/Leave, plus its own Reports permission
All Leave By Employee	Workforce Administration	View on User and Vacation/Leave, plus its own Reports permission
All Leave	Workforce Administration	View on User and Vacation/Leave, plus its own Reports permission
All Expense Report	Workforce Administration	View on User and Expenses, plus its own Reports permission
Employee Agreement Line Item Report	Custom Report	View on User, Employee Agreements, Employee Agreement Rate Labels, and Timesheet Matrix & Timesheet Log, plus its own Reports permission

note

A report shows as usable only when every permission in its row is switched on for your role — there is no partial-credit state.

Filters

Most reports share a common set of filters:

Filter	Description
Date Range	Select start and end dates for the reporting period.
Project	Narrow results to a specific project.
Customer	Filter by customer name or account.
Worker	Show data for a specific worker or crew.
Status	Filter by record status (e.g., approved, pending, paid).

How the Reports Hub connects to other features

Feature	Relationship
Projects	Project data (budget, costs, progress) feeds into operations and finance reports.
Timesheets	Timesheet hours and costs are the primary data source for labour and payroll reports.
Invoicing	Invoice and billing data drives the Billing Report and financial summaries.
Estimates	Estimate pipeline data feeds the CRM Estimate Report.
Forms	Safety and inspection form submissions populate the Forms report category.
Equipment	Equipment assignment and usage data drives utilization reports.
QuickBooks	Synced financial data can be cross-referenced with accounting reports.

Reports that live elsewhere

Not every report-shaped view in Appello is a card on the /reports hub. A handful of the most-used ones are embedded directly on the record or page they describe instead:

Report	Where it actually lives	Page
Job Costing Report and Financial Summary	A job's own Financial Overview / Financials & Reporting tabs — not a hub card at all.	Job Cost Report
Company Metrics	The Dashboard (/), the first screen after signing in — not the Reports Hub.	Dashboard → Company Metrics
Billing Report (Accounts Receivable)	Sidebar → Finance → Billing Report, its own overview page under Finance.	Accounts Receivable & Billing
Progress Reports	Sidebar → Finance → Progress Reports, its own overview page under Finance.	Progress Reports
Estimate report	Sidebar → CRM → Estimates, its own overview page under CRM.	Estimate report
Change Order report	Sidebar → CRM → Change Orders, its own overview page under CRM.	Change Orders
Form Report	Sidebar → Forms → Form Report, its own overview page under Forms.	Form Report

These are documented as their own pages rather than as hub cards because none of them appear in the report registry the /reports hub renders from — they're reached through Finance, CRM, and Forms in the sidebar, or from inside a job/project itself.

Scheduling reports

There is no dedicated scheduling report tile on the Reports Hub. The Reports sidebar category and the /reports hub list Sales, Operations, Health and Safety, Workforce Administration, and Custom Report tiles only — none of them are schedule-specific.

Schedule data is reviewed directly on the scheduling pages themselves, each of which has its own filters and (where noted) its own export/print controls:

• Scheduling overview
• Job schedule
• Calendar schedule
• Daily schedule
• User / workforce schedule

note

Confirmed from the /reports hub (both the live tile list and the underlying report registry in source) — there is no "Scheduling" category or schedule-related report under Reports. If you're looking for who's booked where, use the scheduling pages linked above instead.

Export: PDF / Excel / CSV

Most reports and list views in Appello have their own Export control in the top-right of the toolbar — a dark Export button with a download icon. Clicking it opens a dropdown; what's in that dropdown depends on the report.

What "Export All" does

On reports that are split into tabs — for example the Employee Timesheet Report and Payroll Report, which group data into tabs by employee agreement (Office, union locals, non-union field staff, etc.) — the Export dropdown offers two options:

Option	What it exports
Export CSV	Only the data on the currently-selected tab.
Export All Employee Agreements CSV	All tabs/employee agreements combined into a single CSV file.

On standard list-style reports and tables (no tabs), the same "select vs. all" idea still applies, just without a separate menu item: if you have rows checked, Export downloads only the selected rows; if nothing is checked, it exports every row that matches your current filters.

Which report exports to which format

Report	CSV	PDF	Notes
Sales By Status	✅		And its Status/Estimator, Estimator/Status, Customer, Customer/Type, and Customer/Status variants — all CSV only.
Work-in-Progress (WIP) Report	✅
Job Cost	✅
Job Activity	✅
Certification Status Report	✅	✅
Employee Training Records	✅	✅
Employee Training Matrix	✅
Safety Compliance Report (BETA)	✅
Employee Timesheet Report	✅		See "Export All" above — export current tab or all employee agreements.
Payroll Report	✅		Same export behavior as Employee Timesheet Report.
Job Employees Timesheet Report	✅
All Leave By Employee	✅
All Leave	✅
Employee Leave Report			No export control on this report.
All Expense Report	✅		Also offers "Export to [connected accounting system]" when one is set up.
Employee Agreement Line Item Report	✅

note

Appello disables the Export button when a report has zero rows, so a report with no data will show the button greyed out even though the export options listed above are available once there is data. No report in this list currently offers an Excel/XLSX export; only CSV and, on a few reports, PDF.

Accounts receivable aging

Appello does not have a report literally named "AR Aging" with fixed 0-30 / 31-60 / 61-90 / 90+ day buckets. Accounts-receivable and billing status instead live on the Billing Report (Accounts Receivable) page.

Sidebar → Finance → Accounts Receivable · URL: /overview/billing-report

On that page you can approximate an aging view by:

• Filtering or sorting by Due By Date to see what's coming due or already past due.
• Using the Status filter (Draft / Sent / Partially Paid / Paid / Overdue).
• Reading the Outstanding AR (Gross) and Total AR summary figures at the top of the list.

See Accounts Receivable & Billing for the full column reference, invoice statuses, and QuickBooks AR sync details.

note

The Accounts Receivable list's columns are Auto Invoice ID, Job, Draw Date, Date Invoiced, Due By Date, Completed To Date, Previous Completed, Holdback, Tax, Net Invoice, Invoice Number, and Receipt Number — there is no separate 0-30/31-60/61-90/90+ aging-bucket column or a distinct "AR Aging" report elsewhere in the app.

Employee location report

There's no single report named "Employee Location Report." Worker and job-site location data is split across two existing features:

• Administrative map (/maps) — a live map view of job sites, workers, and company locations.
• Clock In / Out Report (/overview/clock-in-out-report) — the GPS-backed clock-in/clock-out punch history per worker, with timestamps and job associations.

Use the map for where people are right now (or were pinned during a shift), and the Clock In / Out Report for a historical, exportable log of punch events by worker and job.

Dashboard widgets

Some of the data people go looking for under "Reports" actually lives on the Dashboard (/), not the Reports Hub. The Dashboard is the first thing you see after signing in, and it's organized into three areas: Company Metrics on the left, the All Notes feed in the middle, and (when enabled) the Upcoming Vacation / Leave widget on the right.

Company Metrics

A grid of metric cards grouped into sections (Projects and Jobs, Safety, Human Resources, Financial, Active Employees By Trade Classification, etc.). Each card shows a single number — active projects, active jobs, certificates expiring/expired, active users, field staff, total value of in-progress jobs, and headcount by trade classification. Cards are permission-gated, so what you see depends on your role.

Update Metrics

Click Update Metrics above the Company Metrics grid to open the Manage Company Metric panel, where you can check or uncheck which metrics appear on your dashboard.

1. Click Update Metrics.
2. Check or uncheck the metrics you want to show or hide (Total value of All Jobs In Progress, Upcoming Vacation / Leave, Active Employees By Trade Classification, Number of Open Projects, Number of Active Jobs, Number of Field Staff, Unbilled WIP, Number of Active Users, Certificates Expiring, Certificates Expired).
3. Click Save to apply, or Cancel to close without changing anything.

Leave Requests widget (Upcoming Vacation / Leave)

When enabled for your account and you have permission to view leave requests, a card on the right side of the Dashboard lists Today's Leave Requests and Upcoming Leave Requests, each showing the requesting employee, their trade level, and the leave dates/type. Clicking a card opens that leave request for viewing or editing. This widget lives on the Dashboard, not under Reports.

note

With no leave data to display, the widget renders with "No Leave Requests Found". The widget itself, its title, and its enable/disable toggle (via Update Metrics) are all still present.

All Notes feed

The middle column is the account-wide All Notes feed — every job note across your account, newest first, with search and a comment/actions menu per note. This is fully documented on its own page rather than repeated here: see Job Notes, Photos & Activity Feed → Notes Feed (Dashboard).

Related

• Estimate report
• Billing report
• Timesheet matrix
• Administrative map
• Clock In / Out Report
• Job Notes, Photos & Activity Feed