Answer your own business questions.
Choose the details you want in a report. Filter, sort, and group the results, then export them for review.
Your question, not someone else’s
Build the report you actually asked for.
An example: every task from the last 90 days, grouped by stop type, then exported for a team meeting.
- 1
Choose a source
Jobs, invoices, customers, leads, tasks or payments.
- 2
Pick columns
Only the fields you need, not every possible one.
- 3
Filter and group
Date range, status, sort order and an optional grouping.
- 4
Run and export
Review the table, then download a CSV.
Six places to start
One source per report, kept simple.
Jobs
The work you’ve taken on.
Invoices
Totals, due dates and amounts paid.
Customers
Your customer list.
Leads
Your pipeline.
Tasks
Visits and their results.
Payments
Money received.
Real screens
Build a report.
Tap the highlighted spot, or use Next.Step 1 of 2
Shaping the result
Date ranges, sorting and grouped totals.
It isn’t a database query tool. It works with its supported sources and fields, one source at a time.
- Choose date ranges such as the last 7, 30, or 90 days, year to date, or all time.
- Apply supported status filters and choose a sort field and direction.
- Group by a supported text field and view counts and applicable money totals.
Part of Reports & Insights
Reports on the records you already keep.
Every report reads the same jobs, invoices and payments the rest of WildPipe uses.
Comes in from
Billing & payments
Collected revenue, balances, and costs.
Comes in from
Jobs & visits
Work done for every customer, by every technician and company.
What happens here
Build Your Own Reports
- 1Six report sources
- 2Filters, sorting & grouping
- 3Results & CSV export
Same customer, same job, same record.