> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports and Analytics

> Generate reports on jobs, revenue, technician performance, and SLA compliance to make data-driven decisions.

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.

## Available Reports

| Report                     | What it shows                                                            |
| -------------------------- | ------------------------------------------------------------------------ |
| **Job Summary**            | Jobs created, completed, and cancelled over a date range                 |
| **Revenue**                | Total revenue, average job value, revenue by customer                    |
| **Technician Performance** | Jobs completed per technician, average completion time, customer ratings |
| **SLA Compliance**         | Jobs completed within SLA vs breached                                    |
| **Inventory Consumption**  | Parts used, costs, top-consumed items                                    |
| **Timesheet Summary**      | Total hours, overtime, break time per technician                         |
| **Customer Report**        | Jobs per customer, lifetime value, open jobs                             |

## Generating a Report

<Steps>
  <Step title="Go to Reports">
    Click **Reports** in the sidebar.
  </Step>

  <Step title="Select the report type">
    Choose from the available report types.
  </Step>

  <Step title="Set the date range">
    Pick a preset (this week, this month, this quarter) or choose custom dates.
  </Step>

  <Step title="Apply filters">
    Narrow by technician, customer, job category, or status.
  </Step>

  <Step title="Export">
    Download as CSV for spreadsheet analysis or PDF for sharing.
  </Step>
</Steps>

## 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

## 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

## FAQ

<AccordionGroup>
  <Accordion title="Can I create custom reports?">
    The standard reports cover most needs. For custom analysis, export to CSV and use your preferred spreadsheet tool.
  </Accordion>

  <Accordion title="How far back do reports go?">
    Reports can be generated for any date range since your account was created.
  </Accordion>

  <Accordion title="Can technicians see reports?">
    Technicians can see their own performance metrics. Full reports are available to Admins and Owners only.
  </Accordion>
</AccordionGroup>