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Vynta’s reporting engine turns your operational data into actionable insights. Whether you need a quick revenue summary or a detailed technician performance breakdown, reports are a few clicks away.

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Available Reports

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Generating a Report

1

Go to Reports

Click Reports in the sidebar.
2

Select the report type

Choose from the available report types.
3

Set the date range

Pick a preset (this week, this month, this quarter) or choose custom dates.
4

Apply filters

Narrow by technician, customer, job category, or status.
5

Export

Download as CSV for spreadsheet analysis or PDF for sharing.

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Dashboard Analytics

The main dashboard also shows key metrics:
  • Today’s jobs — total scheduled for today
  • On site — technicians currently on-site
  • Completed — jobs finished today
  • Revenue — today’s revenue vs target
  • Needs Attention — items requiring action (low stock, expiring certificates, SLA breaches)
  • Activity Feed — recent events across the system

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Scheduled Reports

Set up automated reports that run on a schedule:
  1. Go to Reports > Scheduled Reports
  2. Choose the report type and frequency (daily, weekly, monthly)
  3. Set the recipients (email addresses)
  4. Vynta sends the report automatically on schedule

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FAQ

The standard reports cover most needs. For custom analysis, export to CSV and use your preferred spreadsheet tool.
Reports can be generated for any date range since your account was created.
Technicians can see their own performance metrics. Full reports are available to Admins and Owners only.