Reporting & Analytics

Choose the reporting guide for the question you want to answer. CRM reporting covers leads and deals; FMS reports cover jobs and operational profitability; financial accounting reports cover the ledger; Business Intelligence covers dashboards and AI-assisted analysis.

Guides

• CRM Dashboard & Reports

• FMS reports (Operational Accounting)

• Accounting Module (Financial Accounting)

• Business Intelligence (Metabase)

Create or change a report with AI

Start with Analytics Portal — Getting Started, then follow AI Analytics Assistant — Self-Service Dashboards. Viewing dashboards and editing them require different access; check the access requirements in those guides.

Documentation owner: Fr8Labs Customer Success. Text reviewed: 21 September 2026.