Reports

Service Agreements report

Agreement profitability, uninvoiced contract value, and upcoming renewals across all active agreements.

Owner/AdminReports3 minutesUpdated Sep 23, 2026Current instructions
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What it answers

Agreement profitability, uninvoiced contract value, and upcoming renewals across all active agreements.

What's on the page

  • Tiles: active agreements, contract value, invoiced, remaining, renewals due.
  • Table per agreement with invoiced versus contract, margin, and term end.
  • Open an agreement from the row to act on it.
Service Agreements report with agreement totals, uninvoiced work, and renewals.
Service Agreements report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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