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.

Custom Reports

Custom reports on services can include invoice fields such as Invoice Number, Invoice Total, Invoice Status, Invoice Due Date, Invoice Paid Date, and Invoice Charge Summary. The charge summary lists the charges on the invoice in one cell, for example "2 Shingle Squares + 1 Permit". When an invoice has been split, it shows only the charges on that invoice.

Flagged Scheduling Conflicts

The Reports area includes a Flagged scheduling conflicts view for people with permission to see operational reports. It lists conflicting time slots that need review. Open a conflict to see the services involved, and dismiss it if no action is needed. A dismissed conflict is flagged again only if a new conflict occurs.

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.