In this article, you will learn how to use the Client reports built into Workiz — what each report shows, when to use it, and how to make it work for your business.
What are client reports?
Running a service business means keeping track of a lot of people. Client reports give you a clear picture of your customer base — who your clients are, where they are located, how they found you, and how much they have spent with you.
Instead of scrolling through hundreds of records one by one, you can pull up a report that answers a specific question in seconds.
For example:
- “How many new customers did I pick up this month?”
- “Which ad or referral source is bringing in the most clients?”
- “Who are my top-spending customers?”
- “Where are most of my clients located?”
Workiz has several ready-to-use client reports that answer these kinds of questions right out of the box. Each one is pre-configured so you can get to the answer quickly, without needing to set anything up yourself.
How client reports work
Every client report in Workiz is built on the same foundation, which means they all work the same way. Each report shows you a list of clients, and you can shape what that list looks like using three tools:
Filters
Filters let you narrow down which clients appear in the report. For example, you can filter to show only clients who signed up this month, or only clients in a specific city. If you do not set a filter, the report shows all clients.
Grouping
Grouping rolls your clients up into categories so you can see totals at a glance. For example, grouping by City shows you one row per city with a count of how many clients are in each one — instead of listing every single client individually.
Visible columns
Each report comes with a default set of columns — the pieces of information shown for each client. You can add or remove columns depending on what you want to see.
Each of the reports below comes pre-configured with sensible defaults for filters, grouping, and columns. You can use them as-is or adjust them on the fly.
Your default client reports
Workiz includes seven pre-built client reports, organized into three categories: Overview, Location, and Revenue. Here is what each one does and when you might use it.
All clients
This is your full client directory — every customer in your account, listed in one place. It is the best place to start when you want to look up a specific client, scan your full list, or export your customer data.
| Setting | Default |
|---|---|
| Default filters | None — shows every client |
| Default columns |
|
| Default grouping | None — one row per client |
| Good for |
|
Clients by ad source
This report shows how many new clients came in through each advertising or referral channel — things like Google, Yelp, referrals, or whatever ad sources you track in Workiz. It defaults to this month so you can see what is working right now.
| Setting | Default |
|---|---|
| Default filters | Created Date: This Month |
| Default columns |
|
| Default grouping | Ad Source |
| Good for | Seeing which marketing channels are bringing in the most customers |
Clients by tag
This report groups your clients by the tags you have assigned to them. Tags are labels you can create yourself — things like Residential, Commercial, VIP, or whatever categories make sense for your business. This report shows you how many clients fall into each tag.
| Setting | Default |
|---|---|
| Default filters | None |
| Default columns |
|
| Default grouping | Tags |
| Good for |
|
Clients by city
This report tells you how many clients you have in each city. If you serve multiple areas, this is an easy way to see where your customer base is concentrated.
| Setting | Default |
|---|---|
| Default filters | None |
| Default columns |
|
| Default grouping | City |
| Good for |
|
Clients by state
The same idea as Clients by City, but grouped at the state level. This is most useful if your business operates across multiple states or regions.
| Setting | Default |
|---|---|
| Default filters | None |
| Default columns |
|
| Default grouping | State |
| Good for |
|
Top clients by revenue
This report ranks your clients by how much they have paid you in total. It is a quick way to identify your most valuable customers — the ones worth keeping especially happy.
| Setting | Default |
|---|---|
| Default filters | None — shows all-time totals |
| Default columns |
|
| Default grouping | None — one row per client |
| Good for |
|
New clients per month
This report shows how many new clients you added each month over the past 12 months. It is a great way to spot growth trends — whether business is picking up, slowing down, or staying steady through certain seasons.
| Setting | Default |
|---|---|
| Default filters | Created date: Last 12 Months |
| Default columns |
|
| Default grouping | Created Date — grouped by month |
| Good for |
|
Saving your own custom reports
Every report above is a great starting point, but your business is unique — and sometimes you need a report that is set up exactly the way you want it, every time.
Rather than adjusting filters or groupings every time you open a report, you can save your own version of any client report as a custom report. Give it a name that makes sense to you — something like “My City Breakdown” or “VIP Clients This Year” — and Workiz will save all your settings so the report opens exactly the way you left it.
When you save a custom report, you can lock in:
- The date range or filters you always use
- Your preferred grouping (by city, by tag, by ad source, etc.)
- The columns you want to see
Your custom reports are always available in the Reports section alongside the built-in ones. The original pre-built reports stay untouched, so you can always go back to the default if you need to.