Skip to main content

Reports hub

Module: Core | Platform: Web

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

Sidebar → Reports

URL: /reports

Overview​

Reports Hub — central dashboard with available report categories and generation options

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.

Report categories​

CategoryDescription
OperationsProject progress, job status summaries, and work-in-progress tracking.
FinanceBilling, invoicing, expense summaries, and budget vs. actual analysis.
WorkforceLabour hours, attendance, overtime, and headcount breakdowns.
CRMEstimate pipeline, conversion rates, and sales performance.
Safety / FormsForm submission summaries, compliance tracking, and incident reports.
TimesheetsTimesheet summaries, approval status, and payroll-ready exports.
EquipmentEquipment utilization, assignment history, and maintenance logs.

Available report types​

ReportCategoryDescription
Billing ReportFinanceSummary of all invoices generated, payment status, and outstanding balances.
Estimate ReportCRMPipeline view of all estimates with status and conversion tracking.
Timesheet MatrixTimesheetsGrid view of worker hours by day, job, and project for a date range.
Labour Cost ReportWorkforceLabour costs broken down by project, job, and worker.
Overtime ReportWorkforceWorkers who have exceeded standard hours with overtime totals.
Expense ReportFinanceSummary of submitted and approved expenses by category and project.
Job Cost ReportOperationsTotal costs (labour + materials + expenses) for each job and project.
Form SubmissionsSafety / FormsList of submitted forms with timestamps, locations, and completion status.
Equipment UtilizationEquipmentAssignment and usage data for tracked equipment and vehicles.
Attendance ReportWorkforceDaily 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​

FormatDescription
CSVComma-separated values file for import into spreadsheets or payroll systems.
PDFFormatted 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.

Filters​

Most reports share a common set of filters:

FilterDescription
Date RangeSelect start and end dates for the reporting period.
ProjectNarrow results to a specific project.
CustomerFilter by customer name or account.
WorkerShow data for a specific worker or crew.
StatusFilter by record status (e.g., approved, pending, paid).

How the Reports Hub connects to other features​

FeatureRelationship
ProjectsProject data (budget, costs, progress) feeds into operations and finance reports.
TimesheetsTimesheet hours and costs are the primary data source for labour and payroll reports.
InvoicingInvoice and billing data drives the Billing Report and financial summaries.
EstimatesEstimate pipeline data feeds the CRM Estimate Report.
FormsSafety and inspection form submissions populate the Forms report category.
EquipmentEquipment assignment and usage data drives utilization reports.
QuickBooksSynced financial data can be cross-referenced with accounting reports.