Reports

Reports help teams understand operations, sales, invoices, commissions, service performance, SLA performance, and customer activity.

Report Views

Cloudflow supports built-in and custom report views. Saved views can preserve filters and layouts for repeat analysis.

Exporting

Use export tools when sharing data outside Cloudflow. Confirm whether exported data contains customer information, payment-related data, or internal notes before sending it externally.

Recommended Review Cadence

• Daily: services due today, dispatch load, urgent SLA issues.
• Weekly: invoice status, technician utilization, sales pipeline, commissions.
• Monthly: customer trends, market performance, storage growth, subscription and seat usage.