REPORTS & ANALYTICS

See the numbers behind your business.

Know what is happening across your water treatment business. Bring invoices, payments, customers, projects, team hours, and other key records into reports you can understand and act on.
Choose the reports and date ranges that matter to your team.

The big picture, without the guesswork

Review a business overview with financial KPIs and monthly trends.

Details when you need them

Run focused reports with filters, grouped results, and data you can inspect.
A LOOK AT THE POSSIBILITIES

Turn records into an easier-to-read picture.

See a sample of the charts you can create in Website Studio. The figures below are fictional examples for illustration only—they are not live H2O Pro Suite reporting data.
Invoices and payments over timeIllustrative amounts in $ thousands · six sample months
Projects by statusIllustrative project counts · select a legend label to show or hide a status
BUILD A REPORT THAT FITS

Find the answers, not just the numbers.

Start with an available reporting source, narrow it to the work you want to see, and choose how to display the results. Save reports for yourself or share them according to your team’s permissions.

Choose your reporting source

Start with invoices, payments, projects, customers, service tickets, time records, or another available source.

Filter, group and sort

Focus on the date range, status, customer, or other fields relevant to that report.

Show totals and trends

Use counts, sums, averages, and chart options including bar, line, area, and pie formats.

Save a useful view

Keep the reports you use regularly, with private or permitted team visibility.
WHAT YOU CAN REPORT ON

One reporting workspace. Many parts of your business.

Bring useful information from multiple H2O Pro Suite modules into focused reports. Available sources and data are based on your enabled modules and access permissions.

Invoices & payments

Review invoice totals, payment activity, balances due, and payment status.

Customers & projects

Explore customer records, project status, budgets, and progress.

Service & support

Follow available support ticket activity, statuses, and due dates.

Staff time & attendance

Review logged hours, billable time, overtime, and approval status.

Vendor bills & accounting

Inspect vendor-bill records and available general-ledger information.

Contracts & commitments

Track the available contract records, values, and deadlines.
KEEP INFORMATION MOVING

The right report, ready when you need it.

Review results on screen, export the details for your own analysis, or configure recurring report delivery. Access and distribution follow the reporting permissions in your business.

Export your findings

Download supported reports in CSV, Excel (XLSX), or PDF format.

Plan recurring reports

Configure daily, weekly, monthly, or quarterly report schedules with recipients and output formats.

Control who sees what

Keep reports private or share permitted views with your business profile or selected roles.
REPORTING THAT SUPPORTS BETTER DECISIONS

Spend less time searching. More time running your business.

See how H2O Pro Suite brings customer, financial, project, and team information together in reports your dealership can use.