Product Modules
Analytics and reporting for your partner business
The Reports section covers installation activity, revenue, handyman performance, and customer satisfaction. Filter by date range and export data for any period.
The Reports section is where you analyze the health and performance of your partner business. Every metric draws from live data in your account — installations you have scheduled and completed, revenue your handymen have generated, and feedback your customers have submitted. Use these reports to spot trends, identify gaps, and make decisions backed by data rather than guesswork.
Navigating to Reports
Select Reports from the left sidebar to open the section. The page loads with the Installations tab active and the Last 30 days date range selected by default.
Choosing a date range
The date range selector sits at the top of the Reports page and applies to all five report tabs. You can switch ranges at any time and each tab updates instantly.
Shows data for the current calendar day only. Useful for monitoring same-day installation progress and activity.
Report categories
The Reports page is organized into five tabs. Each tab focuses on a different dimension of your business.
Refreshing report data
Select the Refresh button in the top-right corner of the Reports page to reload the current tab with the latest data from your account. This is useful if you have recently completed installations or if you want to confirm that newly submitted customer feedback has been captured.
Note
Data in all report tabs reflects your partner account only. You see metrics for your own installations, handymen, and customers — not data from other partners.
Exporting reports
Select the Export button to download report data. Exports are available in PDF, Excel, and CSV formats depending on the report type.
Set your date range
Choose the date range that covers the period you want to export before clicking Export.
Select the correct tab
Navigate to the report tab you want to export — for example, Financial or Installations.
Click Export
Select Export in the top-right corner. The file downloads automatically to your browser's default download location.
Tip
Export financial data at the end of each month to maintain consistent records for accounting and partner reviews.