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Reports & Analytics

QUESTIONS IN THIS CATEGORY

What does the Reports section show?
How is the 30-day completion rate computed?
Where is the technician performance report?
What does the chemical trend graph mean?
Can I export reports as PDF or CSV?
How do I filter by date range?
Can I create custom reports?
Is there a QuickBooks integration?
Can I view a per-customer report?
Can I generate a shareable link for a report?

Can I export reports as PDF or CSV?

Each report screen has an Export button in the top right — pick PDF or CSV. PDF is visual, CSV is tabular data.

Everything you need to know about Clorly — searchable and shareable.

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