Reports

With TIDY, you can generate a variety of reports for any reason you like. Please note that if you have any reports that you want help building, please contact your account manager.

Here are some examples of the reporting features available in TIDY:

TIDY Reports Overview
Report Categories
Report Details
Report Configuration
Report Data View
Report Filters
Report Export Options
Report Analytics

Accessing Reports

If you are using TIDY on a web browser, you can access the "Reports" section in the side menu.

Reports Menu in Web Browser

In the mobile app, you can access it in the "More" menu.

Reports Menu in Mobile App

Viewing Reports

Thinking about practical analysis, TIDY will generate some reports by default. Each report contains a customizable table with information organized by columns. TIDY will add all the essential data to your reports, including job prices.

Default Reports Table View

All reports will be displayed on the main page. To view a specific report category, select any of the options available on the side menu.

Report Categories Sidebar

In mobile app, use the dropdown filter to list the desired reports.

Mobile Report Filter Dropdown

You can also filter reports by time period.

Time Period Filter

Adding a Report

As a user, you are not limited to TIDY default reports. You can create and customize a report to better fit your needs.

To create a report, click the "+ Add Report" option, then select the report type you wish to create and edit all the desired information.

Add New Report Button

Editing a report

You can edit a report at any time. You can add columns, prioritize each order and add filters for each report.

Edit Report Columns
Report Customization Options