We're transforming our reporting experience. Welcome to the next evolution of reporting!

📊 Faster load times. No more waiting around.
✨ Modern, enhanced visuals. Clearer, cleaner, and easier to read.
⚡ Smarter business insights. Make confident decisions, faster. Use AssistIQ to ask real questions and get real answers.
⭐ Favorites feature. Pin your go-to reports for quick access.
📅 Scheduled delivery. Automatically get the reports you need, when you need them.

You will instantly have access to the Appointments, Customers, and Proposals reports with the added Insights feature.

Sleek, intuitive designs that make your data easier to understand at a glance.

Quickly uncover trends and opportunities.

Dig deeper. Ask our built in analyst to give you the answers you need.

Stop searching. Find what you need, fast.

No more remembering to download and send reports. Choose reports that are important, schedule days/times, and send to the people who need it.

This is just the start. Take a look at our plan for adding additional reports and features.

📓 Advanced Reporting Guide

📝Help us shape the future of reporting and get a head start! We will periodically send surveys to get your feedback. Sign up today under Settings > Subscriptions > Additional Products.