In this article, you will learn how to use the job reports built into Workiz — what each report shows, when to use it, and how to make it work for your business.

What are job reports?

Every job you run through Workiz — from the moment it's booked to the moment it's paid — leaves behind useful information. Job reports pull that information together so you can see how your business is actually performing: what's selling, who's selling it, where the work is happening, and how much it's earning.

Instead of digging through individual job records one at a time, you can pull up a report that answers a specific question in seconds.

For example:

• “How much did I sell this month?”
• “Which job types are bringing in the most revenue?”
• “Which tech or CSR is generating the most sales?”
• “Where is most of my completed work happening?”

Workiz has several ready-to-use job 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 job reports work

Every job report in Workiz is built on the same foundation, which means they all work the same way. Each report shows you a list of jobs, and you can shape what that list looks like using three tools:

Filters
Filters let you narrow down which jobs appear in the report. For example, you can filter to show only completed jobs, or only jobs from a specific date range. If you do not set a filter, the report shows all jobs.

Grouping
Grouping rolls your jobs up into categories so you can see totals at a glance. For example, grouping by job type shows you one row per job type with totals for each one — instead of listing every single job individually.

Visible columns
Each report comes with a default set of columns — the pieces of information shown for each job. 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 job reports

Workiz includes several pre-built job reports. Here is what each one does and when you might use it.

All jobs

This is your full job directory — every job in your account, regardless of status. It is the best place to start when you want to look up a specific job or scan your full job history.

Job sales

This report shows your completed sales for the current month, broken down job by job. It is the go-to report for a quick snapshot of what's closed and collected.

Sales per source

This report shows how much revenue each lead or ad source generated from completed jobs this month. Use it to see which channels are actually converting into paid work, not just leads.

Sales per job type

This report breaks down completed sales by job type, so you can see which services are generating the most revenue this month.

Sales by CSR

This report shows completed sales totals grouped by the team member who created the job. Use it to see who's booking the most revenue-generating work.

Sales per month

This report shows your completed sales totals for each of the past 12 months, so you can track revenue trends over time.

Created by source

This report shows how many jobs were created this month from each lead or ad source — regardless of whether they've been completed yet. Use it alongside Sales per Source to compare job volume against actual revenue.

Created by type

This report shows how many jobs of each type were created this month. Use it to see which services are in the highest demand, regardless of whether they've closed yet.

Created by month

This report shows how many jobs were created each month over the past 12 months. It's a quick way to see whether your job volume is growing, shrinking, or holding steady.

By field team member assignment

This report lists the number of jobs assigned to specific field team members, so you can see who's handling the most work. 

By service area

This report shows completed job revenue broken down by city, so you can see where your business is doing the most work — and earning the most money.

By zip code

The same idea as by service area, but grouped at the zip code level for a more granular look at where your completed work is concentrated.

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 job report as a custom report. Give it a name that makes sense to you 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 job type, by tech, by source, etc.)
• The columns you want to see

To save changes to a pre-built report or create a new one from scratch, you will need access to the new Custom Reports feature. To learn more, please see this help article.

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.