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Imagine having all your business data at your fingertips, helping you track jobs, invoices, or quotes with ease. Zuper’s reporting tools make this a reality, guiding you through a simple process to access and create reports tailored to your needs.  Initially, Zuper provided a set of ready-to-use reports to help you quickly understand your business. These pre-built reports, like the Jobs Master Report, Invoice Summary Report, and Employee Utilization Report, covered a wide range of areas and were designed to give you instant insights without any setup. You can still access these reports by navigating to the sidebar and selecting the Legacy Reports section, where you will find a full list of these original reports ready to use.  To give you even more control, Zuper is introducing a more powerful way to create reports as the platform evolves. You can start by clicking the Reports module in the left navigation menu and selecting Reports (beta version). You’ll land on the Reports builder home page, a powerful tool that lets you create your own reports. This enables you to visualize any field’s information needed for insightful reports. Using this feature, you can transform raw data into actionable insights.   You can create Summary or Detailed Reports by selecting fields from key modules like Jobs, Invoices, Customers, Assets, teams, and so on. You can also explore pre-built report templates, which allow you to customize by modifying fields, applying filters, and organizing fields to suit your specific needs. Once your report is set up, you can schedule it to run automatically and deliver real-time information without any manual effort.  With Zuper’s reporting tools, you can easily monitor, spot trends, and make better decisions, all in just a few clicks.  Report1

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Main benefits of Report Builder

With Zuper’s Report Builder, you’re not limited to standard templates. You can also design your own reports that suit your needs by: 
  • Choosing specific fields – You can select the exact field you need from different key modules. 
  • Applying advanced filters – You can narrow down your reports by applying filters and conditions. 
  • Grouping and summarizing – You can aggregate data for better insights.  
  • Exporting and sharing – You can download the reports or grant direct access to team members. 
  • Scheduling –  You can schedule reports to generate and deliver insights at your preferred frequency, whether daily, weekly, or monthly.

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Legacy reports vs. Report Builder

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Modules for Reporting in Zuper

In Zuper, reports are built using data from key modules that represent essential aspects of your business operations. Selecting the right modules allows you to create customized, data-driven reports tailored to your needs. Available Modules:
  • Organization
  • Customer
  • Property
  • Users
  • Teams
  • Products
  • Assets
  • Jobs (Timelogs, Service Tasks)
  • Estimates
  • Invoices
  • Service Contracts
  • Timesheets
Report Builder lets you pull data from 12 modules. Each module gives you a specific set of fields you can add as columns, apply as filters, or group by when you build a report. Knowing what each module contains helps you choose the right one before you start — and avoids building a report only to find the data you need lives somewhere else.
Custom fields appear inside Report Builder for any module where your administrator has configured them. They are listed as Custom Fields in each module reference below. The fields available to you depend on your account configuration.
Organization vs. Property — what is the difference? An Organization report surfaces company-level data: who the client entity is, billing details, and contact information. A Property report surfaces location-level data: where service is delivered, the site address, and the associated contact.A single organization can have many properties. Use Organization reports for account management and billing. Use Property reports for dispatching, territory analysis, and site history.
What it covers: Company-level client records — businesses, multi-branch accounts, and corporate entities your team services.Use this report to: Audit your organization records, export a client list for CRM sync, or identify organizations with missing contact information.
What it covers: Physical service locations — homes, offices, warehouses, or any site where field work is performed. A property is always linked to a customer or organization.Use this report to: Export a list of all service locations, identify properties with no associated customer, or pull a list of sites of a specific type for scheduling or territory planning.
What it covers: Individual contact records — the people who receive services or communicate with your field team.Use this report to: Review contact completeness, segment customers by notification preference, or export a contact list for outreach.
What it covers: All work orders — scheduled, in progress, and completed. The Jobs module also exposes sub-module data for Timelogs and Service Tasks.Timelogs sub-fields: Clock-in time, clock-out time, work duration, travel duration, and user.Service Tasks sub-fields: Task name, status, assigned user, completion date, and custom field values.Use this report to: Track job completion rates, review technician workloads, or analyze job value by category or team.
What it covers: Quotes sent to customers before job confirmation.Use this report to: Monitor quote conversion rates, identify expired estimates that were not followed up on, or review outstanding quotes by customer.
What it covers: Billing records generated from jobs or created manually.Use this report to: Track outstanding balances, identify overdue invoices, or reconcile payments received within a date range.
What it covers: Equipment and assets tracked in the system.Use this report to: Identify assets nearing warranty expiry, audit asset locations by property, or review decommissioned equipment.
What it covers: Team members and technicians in the account.Use this report to: Review team composition by role or skill, identify inactive users, or export a staff directory.
What it covers: Groups of users organized for dispatching or management.Use this report to: Audit team membership, verify manager assignments, or identify teams with no assigned members.
What it covers: Parts, products, and services in your catalog.Use this report to: Audit stock levels, compare cost and selling prices, or review catalog items by category or type.
What it covers: Daily attendance and shift-based time tracking for your team.Use this report to: Review attendance by team member or date range, identify unapproved timesheets, or calculate total hours worked in a period.
What it covers: Ongoing maintenance or service agreements with customers.Use this report to: Identify contracts nearing expiry, review active agreements by customer or organization, or track contract value across your account.
Report Builder lets you pull data from 12 modules. Each module gives you a specific set of fields you can add as columns, apply as filters, or group by when you build a report. Knowing what each module contains helps you choose the right one before you start — and avoids building a report only to find the data you need lives somewhere else.
Custom fields appear inside Report Builder for any module where your administrator has configured them. They are listed as Custom Fields in each module reference below. The fields available to you depend on your account configuration.
Organization vs. Property — what is the difference? An Organization report surfaces company-level data: who the client entity is, billing details, and contact information. A Property report surfaces location-level data: where service is delivered, the site address, and the associated contact.A single organization can have many properties. Use Organization reports for account management and billing. Use Property reports for dispatching, territory analysis, and site history.
What it covers: Company-level client records — businesses, multi-branch accounts, and corporate entities your team services.Use this report to: Audit your organization records, export a client list for CRM sync, or identify organizations with missing contact information.
What it covers: Physical service locations — homes, offices, warehouses, or any site where field work is performed. A property is always linked to a customer or organization.Use this report to: Export a list of all service locations, identify properties with no associated customer, or pull a list of sites of a specific type for scheduling or territory planning.
What it covers: Individual contact records — the people who receive services or communicate with your field team.Use this report to: Review contact completeness, segment customers by notification preference, or export a contact list for outreach.
What it covers: All work orders — scheduled, in progress, and completed. The Jobs module also exposes sub-module data for Timelogs and Service Tasks.Timelogs sub-fields: Clock-in time, clock-out time, work duration, travel duration, and user.Service Tasks sub-fields: Task name, status, assigned user, completion date, and custom field values.Use this report to: Track job completion rates, review technician workloads, or analyze job value by category or team.
What it covers: Quotes sent to customers before job confirmation.Use this report to: Monitor quote conversion rates, identify expired estimates that were not followed up on, or review outstanding quotes by customer.
What it covers: Billing records generated from jobs or created manually.Use this report to: Track outstanding balances, identify overdue invoices, or reconcile payments received within a date range.
What it covers: Equipment and assets tracked in the system.Use this report to: Identify assets nearing warranty expiry, audit asset locations by property, or review decommissioned equipment.
What it covers: Team members and technicians in the account.Use this report to: Review team composition by role or skill, identify inactive users, or export a staff directory.
What it covers: Groups of users organized for dispatching or management.Use this report to: Audit team membership, verify manager assignments, or identify teams with no assigned members.
What it covers: Parts, products, and services in your catalog.Use this report to: Audit stock levels, compare cost and selling prices, or review catalog items by category or type.
What it covers: Daily attendance and shift-based time tracking for your team.Use this report to: Review attendance by team member or date range, identify unapproved timesheets, or calculate total hours worked in a period.
What it covers: Ongoing maintenance or service agreements with customers.Use this report to: Identify contracts nearing expiry, review active agreements by customer or organization, or track contract value across your account.
By choosing relevant modules, you can generate insightful reports to monitor performance, streamline workflows, and support informed decision-making.