Home › FieldN › FieldN Blog › Field service reports and dashboards
FieldN back office — reports and dashboardsField service reports and dashboards: the day, the money and the team on one screen
"How much did we collect today, and by whom?" should not take an hour of spreadsheet work. FieldN answers it from the jobs, the invoices and the books — or you just ask the AI.
Quick answer
FieldN reports are the management desk of the back office. The daily report gives a day-end view and a day-by-day table; the collection report shows money in by method, collector, day and customer, tied to cash and bank; the summary report sets the period against the one before; the tax report is the VAT return. Job, technician, revenue, product, contract, customer, employee and complaint reports cover operations, and custom dashboards show each role the numbers it needs. "Ask your data" lets you type a question in plain words and get a table or a chart. Everything exports as CSV or PDF. See everything in FieldN.
What the reports desk does
Daily report
Jobs done, invoices raised, money collected and expenses for the day, with a day-by-day table for the month.
Collection report
Money in by payment method, by collector, by day and by customer — and whether it matches cash and bank in the books.
Summary report
Revenue, collections, jobs and expenses for the period against the previous period, B2B and B2C.
Tax report
The VAT return layout with the documents behind each box, as PDF or Excel.
Operations reports
Jobs, technician performance, revenue analytics, products, contracts and AMC, customers, employees and complaints.
Ask the AI
Type "top 10 customers by revenue this quarter" or "jobs per technician last week" and get the answer; explore your data with charts.
Three apps, one system: a booking portal and app for your customers, a technician app for Android and iPhone, and the office back end for dispatch, contracts, stock, invoices and HR. See all FieldN features.
Month end in an hour
- Day-end: the daily report is checked each evening — collections by collector match the cash box.
- Week: the technician performance report shows jobs completed, time on site and ratings per person.
- Month: the summary report compares this month with last; the collection report ties to the bank.
- VAT: the tax report is exported for the return.
- Board: the owner's dashboard shows revenue, dues, open jobs and complaints; the finance role sees the books; dispatch sees today.
Reports and dashboards in FieldN
Under Analytics › Reports; dashboards under Overview. Every report exports.
- Daily report (day-end and day-by-day)
- Collection report (method, collector, day, customer)
- Summary report with previous-period column
- Tax Report — VAT return layout
- Job reports and outstanding jobs
- Technician performance
- Revenue analytics
- Financial reports
- Product and inventory reports
- Contract and AMC reports
- Customer, employee and complaint reports
- Ask your data (AI) and Explore your data (AI)
- Custom dashboards and role dashboards
- CSV and PDF export
Questions each trade asks its reports
Field service reports and dashboards — frequently asked questions
Can I see who collected how much today?
Yes. The collection report shows money in by collector, method, day and customer, and the daily report gives the day-end view.
Do the reports match the accounts?
Yes. The daily, collection and summary reports are built from the books and the documents together and show a "matches the books" check.
Can I ask questions in plain words?
Yes. "Ask your data" takes a question in plain English and returns a table or chart from your own data; "Explore your data" lets you build views with charts.
Can each role have its own dashboard?
Yes. Custom dashboards can be built from widgets and assigned by role, so the owner, finance and dispatch each open the numbers they need.
Can I export reports?
Yes. Reports export as CSV or PDF, and the tax report also as Excel.
See your own numbers on a FieldN dashboard
Book a free demo. We load your services, prices and team, and show the booking app, the technician app and the office side working together. Pricing is quoted for your team size and the modules you need.
Book a free demo fieldn@mycodlabs.com Explore FieldNPeople also search for
FieldN answers all of these — one system for booking, dispatch, the field and the office. See FieldN.