Reports and Analytics Overview

Ormi's reporting and analytics help you understand your business performance, track key metrics, and make data-driven decisions to grow your field service business.

Revenue Reports

Revenue Overview

View comprehensive revenue data:

• Total Revenue: All-time and period-specific revenue
• Invoiced vs. Paid: Track outstanding balances
• Revenue Trends: See growth over time
• Revenue by Service Type: Which services generate most revenue
• Average Job Value: Track job pricing trends

Revenue by Period

Compare revenue across:

• Daily, weekly, monthly, quarterly, or yearly periods
• Custom date ranges
• Year-over-year comparisons
• Seasonal trends

Payment Tracking

Monitor payment status:

• Total invoiced
• Amount paid
• Outstanding balances
• Overdue invoices
• Payment collection rate
• Average days to payment

Job Reports

Job Completion

Track job performance:

• Total jobs completed
• Jobs by status (scheduled, in progress, completed)
• Completion rate
• Average job duration
• Jobs by service type
• Jobs by technician

Job Trends

Analyze job patterns:

• Jobs over time
• Peak service periods
• Service type distribution
• Geographic distribution
• Customer repeat rate

Job Efficiency

Measure operational efficiency:

• Average time per job
• Jobs per technician
• Revenue per job
• Profitability by job type
• Customer satisfaction metrics

Team Performance

Technician Reports

Individual technician metrics:

• Jobs completed
• Revenue generated
• Average job duration
• On-time completion rate
• Customer ratings (if enabled)
• Efficiency scores

Team Comparison

Compare technician performance:

• Side-by-side metrics
• Top performers
• Areas for improvement
• Training opportunities

Productivity Metrics

Track team productivity:

• Jobs per day/week/month
• Revenue per technician
• Utilization rates
• Overtime tracking
• Time tracking accuracy

Customer Analytics

Customer Value

Understand customer relationships:

• Customer lifetime value
• Revenue per customer
• Average jobs per customer
• Customer retention rate
• New vs. returning customers

Customer Segmentation

Group customers by:

• Service type
• Revenue tier
• Service frequency
• Payment history
• Geographic location

Customer Growth

Track customer acquisition:

• New customers over time
• Customer acquisition sources
• Customer retention rate
• Churn analysis

Financial Reports

Profit and Loss

View financial summary:

• Total revenue
• Cost of goods sold
• Gross profit
• Operating expenses
• Net profit
• Profit margins

Cash Flow

Monitor cash flow:

• Money in (payments received)
• Money out (expenses, fees)
• Net cash flow
• Cash flow trends
• Projected cash flow

Expense Tracking

Track business expenses:

• Material costs
• Labor costs
• Travel expenses
• Equipment costs
• Overhead allocation

Custom Reports

Report Builder

Create custom reports:

1. Go to Reports → Custom Reports
2. Select data fields to include
3. Choose filters and date ranges
4. Set grouping and sorting
5. Preview and save report

Scheduled Reports

Automate report delivery:

1. Create or select report
2. Click Schedule
3. Set frequency (daily, weekly, monthly)
4. Choose recipients
5. Reports automatically emailed

Export Options

Data Export

Export report data as:

• CSV (spreadsheet)
• PDF (formatted report)
• Excel (with formatting)
• JSON (for integrations)

Integration Exports

Export to:

• QuickBooks
• Xero
• Accounting software
• Business intelligence tools
• Custom integrations

Dashboard Overview

Key Metrics Dashboard

Quick view of important metrics:

• Today's jobs
• Revenue this month
• Outstanding invoices
• Team performance
• Customer satisfaction
• Growth trends

Customizable Dashboards

Create personalized dashboards:

1. Go to Dashboard → Customize
2. Add or remove widgets
3. Arrange layout
4. Set refresh intervals
5. Save dashboard

Best Practices

1. Review regularly: Check reports weekly or monthly
2. Track trends: Monitor metrics over time
3. Set goals: Use reports to set and track business goals
4. Share insights: Review reports with team
5. Act on data: Use insights to improve operations

Key Metrics to Monitor

Revenue Metrics

• Monthly recurring revenue
• Average job value
• Revenue growth rate
• Payment collection rate

Operational Metrics

• Jobs completed per day
• Average job duration
• Technician utilization
• Customer satisfaction

Financial Metrics

• Gross profit margin
• Net profit margin
• Cash flow
• Outstanding receivables

Next Steps

• Learn about job scheduling
• Explore invoicing
• Review team management

Need help? Reach out via our contact page or use live chat.