Reports & Analytics

See operational and financial performance together.

Build role-aware dashboards and reports across customers, service, schedules, billing, purchasing, expenses, and other connected records.

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Included capabilities

What Reports & Analytics adds

Cross-module dashboards

Revenue and KPI tracking

Date and status filters

Export and sharing

Connected by design

This module uses the same tenant identity, permissions, shared records, automation events, and reporting conventions as the rest of AppSite. It can be introduced independently without creating another isolated data silo.

Works well with

Operations

Parts & Materials

Track materials from catalog to completed work.

Operations

Inventory

Track stock and assets across locations.

Intelligence

Agents

Run governed assistants for repeatable business tasks.