Available on: All-in-One / Go Paperless and above
While dashboards are great for high-level visual summaries, tabular reports provide the exact detail beneath those numbers. They function like spreadsheets built directly into Commusoft, allowing you to perform deep-dive investigations into specific records or prepare raw data for export.
➡️ Click Analytics in the nav bar → Click the Menu icon 
Create a report folder
All tabular reports must be saved inside a folder. If you don't already have an appropriate folder for your new report, you need to create one first.
In the menu, find the Reports section.
Click + New folder at the bottom of the list.
Enter a name for your folder.
Click Save.
Build a new custom report
Once your folder is ready, you can launch the report builder. The builder uses a step-by-step wizard to configure your data.
➡️ Hover over your new folder, click the three dots icon, and click Add report.
Step 1: Basic details
Your data source determines exactly which fields are available to use as columns. Remember to always start at the lowest level of detail you need (for example, select Invoice/credits if you need to view financial line items).
Enter a Name for the report.
Confirm the Folder location and add an optional Description.
Select your Data source.
Click Continue.
Not sure which data source to select? Check out the What is a data source? article.
Step 2: Share with
Add-on required: Analytics+
Decide who can access this report. You can share it account-wide, or restrict it to specific people or groups.
Option A: Share with everyone
Under Share with, select Everyone.
Select the permission level (Can view or Can view and edit) from the dropdown menu that appears below.
Option B: Share with specific users or roles
Under Share with, select Users or Roles.
Search for the specific Username or Specific role (e.g., Owner/Manager).
Select them from the search results to add them to the Who has access table.
You can add multiple users or roles.
Double-click into the Access field for their row in the table, and select either Can view or Can view and edit.
Once your sharing permissions are set, click Continue.
Note: The ability to share tabular reports with specific roles or teams is exclusively available with the Analytics+ add-on.
Step 3: Columns
This stage determines exactly what information appears in your report table. Available fields are categorised by their parent object.
Use the search bar or expand the categories in the middle panel to find the data points you want to include.
Click Select next to a field to add it to your report* (e.g., Customer Name, Job Number, Invoice Total).
Example: For a profitability report, you might select Job number, Job description, Last technician on site, and Grand total.
As you select fields, they will appear in the "Columns on report" panel on the right.
You can rearrange the order of your columns using the drag and drop icon
Click Continue.
Step 4: Filters
Filters narrow down your report to only show rows that meet specific conditions or fall within a certain timeframe.
Under Condition 1, click the first field (
--Please select--). A side panel will open.Select the field you want to filter by from the categorized list.
The remaining options will automatically adapt based on the type of field you chose. Configure the remaining parameters to set your rule.
Example: To view recent completed work, set Closed outcome is equal to Invoiced, and Closed on date and time to Last 6 Months.
Click Add condition to layer any additional filters if needed.
Click Continue.
Step 5: Totals
This optional step allows you to add mathematical calculations (like sums or averages) to the bottom of your numeric columns.
In the left panel, check the box next to any numeric column you want to calculate a total for (e.g., Grand total).
Use the dropdown next to the checked field to select your calculation type: Sum, Min, Max, or Average.
Check the live Preview table on the right to see the total row added to the bottom of your report.
Click Continue.
Step 6: Grouping
This optional step allows you to organize your rows into collapsible sections based on a shared category.
Select a field to group your rows by.
Example: If you group your profitability report by Last technician on site, all invoiced jobs will be bundled together under each specific technician's name.
Click Continue.
Step 7: Value
If you applied a group in Step 6, this optional step allows you to define which numeric values should be calculated and displayed for each grouped section.
Select the field and calculation type you want to display for your groups.
Example: Displaying the Sum of the Grand total for each technician's group.
Click Continue.
Step 8: Condition formatting
This optional step allows you to apply visual rules to your report to highlight specific data.
Configure your formatting rules by selecting a field, condition, and highlight color.
Example: You might color a row green if the Grand total is greater than or equal to a specific amount, or red if it falls below that value.
Click Save to generate your report.
What happens next?
Once saved, your tabular report will immediately load and display your data. You can click any column header to sort the data alphabetically or numerically.
See some example tabular reports.
Read more about Managing and scheduling tabular reports.
If you are unsure where to go next, return to the main Analytics guide to see all available workflows.
Common questions
Why do I see "No records found" when expanding a grouped row?
Why do I see "No records found" when expanding a grouped row?
Certain dynamically calculated fields, such as "Time to breach", recalculate every time the report runs. Because the calculation isn't stored as a fixed data point, grouped results cannot reliably match individual records, resulting in an empty expansion.
Why are the "First/last payment method" fields blank on a zero-balance invoice?
Why are the "First/last payment method" fields blank on a zero-balance invoice?
If a credit note was allocated to an invoice to bring the balance to zero, it is treated as a balance adjustment, not a direct payment. Because a credit note is not a payment type, it does not populate the payment method fields.
Why do some fields have an "Analytics+" tag?
Why do some fields have an "Analytics+" tag?
Fields marked with an "Analytics+" tag are premium data points (such as deleted or archived records) that require the Analytics+ add on to use. If your plan does not include this add on, you will not be able to select or filter by these fields.
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