Choose a useful period

Open Reports and select the date range that matches the question. Use a completed month for financial comparison, or a shorter range for daily operations. Company time zone controls the reporting day, so confirm it in Company settings before comparing locations or outside reports.

Read the numbers together

Lead volume alone does not show quality, and invoiced value does not always equal collected revenue. Compare leads, booked work, completed jobs, estimates, invoices, payments, refunds, and expenses together. Open the underlying list when a total looks unusual instead of changing a record to make the chart match.

Export with the same filters

Apply the date range and filters first, then export. The export should use the same scope visible to your role. A team member may see assigned or team records while an owner or authorized manager can see the whole Company. Keep exported customer and financial data secure and delete copies when they are no longer needed.