Reports and Analytics

system · March 3, 2026, 3:48am

Data-driven decisions lead to better business outcomes. The Exoserva Reports page gives you visual dashboards and exportable reports covering revenue, job performance, technician productivity, and customer metrics. This guide shows you how to access, customize, and export the reports you need.

Estimated time: 8 minutes

Before You Begin

An active Exoserva account with Owner, Manager, or Director role
Some operational data in your account (jobs, invoices, customers) for meaningful reports

Step 1: Navigate to the Reports Page

Click Analytics in the left sidebar (look for the chart icon). The Analytics page opens with a header that includes a view-mode toggle in the top-right corner. You will see two view modes: Dashboard (traditional metrics charts) and AI (AI-generated analysis report). The Dashboard view is selected by default. Below the header, the page displays an Executive Summary row with key business metrics, followed by a Sales Funnel visualization, and then individual report cards for Revenue Breakdown, Lead Pipeline, AI Mode Distribution, and Today’s Activity.

Tip: The Analytics page supports keyboard shortcuts for power users. Press “R” to refresh data, “G” to generate an AI report (in AI view), and use the number keys to cycle through time periods.

Warning: If the page shows “No data available,” make sure you have jobs, invoices, or customer records in your account. Analytics require at least a few days of operational data to generate meaningful charts.

Step 2: View the Revenue Report

In the Dashboard view, scroll down to the Revenue Breakdown card (marked with a green dollar icon). This card displays three revenue rows: Today, This Week, and This Month, each showing the total revenue for that period as a formatted currency value. The currently selected time range row is highlighted to show which period you are focused on. Above the Revenue Breakdown, the Executive Summary bar shows top-level metrics including Total Revenue, Jobs Completed, Average Job Value, and AI Costs for the selected period.

Tip: Use the revenue report during monthly business reviews. Compare the three time ranges side by side to see if your daily and weekly numbers are trending toward your monthly target.

Warning: Revenue figures reflect invoiced amounts, not collected payments. Check the Invoices page for actual payment collection status.

Step 3: Explore the Jobs Report

The Sales Funnel visualization on the Analytics page shows your job pipeline as a multi-stage funnel. Each stage displays the count and conversion rate from the previous stage, giving you a visual representation of how leads progress through your business. Stages typically include Lead, Estimate, Scheduled, In Progress, and Completed. The funnel width narrows at each stage to show drop-off rates.

Below the funnel, the Today’s Activity card shows real-time job activity including new jobs created, jobs completed, and active conversations for the current day.

Tip: A wide gap between “Estimate” and “Scheduled” stages suggests you are losing customers after quoting. Review your estimate follow-up process if this gap is larger than 30%.

Step 4: Review Customer Metrics

The Lead Pipeline card in the Dashboard view shows customer acquisition and engagement data. This section displays metrics including new leads, active conversations, conversion rates, and lead sources. The AI Mode Distribution card below it breaks down how the AI assistant handles customer interactions, showing the percentage split between autonomous AI handling, human-assisted, and manual modes.

For deeper customer analytics, visit the Owner Dashboard (sidebar, under Dashboards) which includes customer lifetime value, retention rates, and satisfaction scores.

Tip: Track the AI Mode Distribution weekly. A rising “autonomous” percentage means your AI configuration is improving and handling more requests without human intervention, freeing up your team’s time.

Warning: Customer metrics update in near-real-time but may lag by a few minutes during peak hours. If numbers seem stale, click the refresh button in the header.

Step 5: Select a Date Range

In the Analytics header bar, locate the time range selector on the right side. For the Dashboard view, click the time-range buttons to choose between Today, This Week, or This Month. The selected button appears highlighted and all charts, metrics, and summary cards update immediately to reflect the chosen period.

For the AI view, click the period dropdown to choose from preset periods like “This Week,” “This Month,” “Last Month,” “This Quarter,” or “This Year.” The AI report regenerates with the new date context when you change periods.

Tip: Compare different time periods to spot seasonal patterns. Many field service businesses have predictable busy and slow seasons – use month-to-month comparisons to plan staffing and inventory.

Warning: Switching time ranges triggers a data refresh. On slow connections, you may see a brief loading skeleton while new data loads. Avoid rapidly switching ranges as each switch makes an API call.

Step 6: Use the AI-Powered Analysis Report

Click the AI view mode toggle in the Analytics header to switch to the AI-generated analysis view. If no report has been generated yet, you will see a prompt to click the “Generate AI Report” button. Click it, and the AI analyzes your business data for the selected period, producing a detailed narrative report.

The AI report includes: an executive summary, revenue trends and forecasts, job performance analysis, customer acquisition insights, and actionable recommendations. While the report generates, a loading animation plays and the button shows “Generating…” – this typically takes 10 to 30 seconds. Once complete, the full report appears with formatted sections, bullet points, and highlighted key figures. Click the gear icon in the header to open the Analytics Settings panel where you can configure AI report preferences and view token usage.

Tip: Generate an AI report at the end of each week to get a narrative summary you can share with your team. The AI identifies trends and anomalies that are easy to miss in raw charts.

Warning: AI report generation consumes tokens from your AI budget. Each report costs a small amount depending on the data volume. Check the Settings panel to monitor token usage.

Step 7: Export Report Data

From the Dashboard view, look for the “Export” button in report sections or the download icon in the page header. Click the export dropdown to choose your format: CSV for spreadsheet analysis in Excel or Google Sheets, or Excel (.xlsx) for pre-formatted workbook export. The exported file includes all data visible on the current view plus additional detail rows not shown in the summary cards.

In the AI view, the generated report text can be copied or printed using your browser’s built-in print function (Ctrl+P or Cmd+P). The SEO & Performance section at the bottom of the Dashboard view also supports export – each widget (SEO Metrics and Core Web Vitals) has its own export option.

Tip: Schedule a recurring report export and bring it to your weekly team meeting. Sharing key metrics like jobs completed, average response time, revenue per technician, and AI efficiency keeps the whole team focused on performance goals.

Warning: Exported data reflects only the currently selected time range and filters. Make sure you have the correct period selected before exporting to avoid sharing incomplete data.

What’s Next?

Now that you’ve completed this guide, check out:

Need help? Post in the Tech Support category or contact support@exoserva.com.