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Lite

Reporting & Analytics

From basic dashboards to fully custom reports

Hundreds
Reports
Full Tier
Custom
Excel & PDF
Export

Overview

FSManager offers hundreds of reports and built-in dashboards for all the main functions so users can get information out of FSManager in a way that suits their business.

The Lite tier includes essential reports and dashboards to keep your team informed — tracking quotes, jobs, and team activity. The Full tier unlocks advanced analytics with hundreds of built-in reports across all modules, plus a full report and dashboard writer so you can build your own custom views when a standard report doesn't fit.

Key Features

  • Pre-built dashboards for all key metrics
  • Quote pipeline and conversion reporting
  • Job status and progress reports
  • Team activity and performance tracking
  • Hundreds of built-in reports across all modules (Full tier)
  • Custom report builder — design your own (Full tier)
  • Custom dashboard writer (Full tier)
  • Export to Excel and PDF

Reporting & Analytics is included in FSManager Lite and above

See how Reporting & Analytics fits into the full FSManager platform.

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