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Reports Overview

Reports Overview

Site Service Pro provides a comprehensive suite of reporting tools designed for construction project management. Whether you need a quick labor summary, an AI-generated cost analysis, or detailed data exports for your accounting software, the Reports section has you covered.


Reporting Features at a Glance

Feature What It Does Where to Find It
Standard Reports Generate labor, payroll, cost, profitability, and equipment reports Reports (left sidebar)
AI Project Reports AI-powered analysis of your project data with professional narrative output AI Reports (left sidebar)
Field Reports Document site conditions, progress, safety, and issues from the field Field Reports (within a project)
Forecasting Predict future costs and revenue based on historical trends Forecasting (left sidebar)
Data Exports Export payroll, job costing, timesheet, and material data for accounting Exports (left sidebar)

Standard Reports

Navigate to Reports in the left sidebar to access seven built-in report types:

  • Labor Report - Employee hours, costs, and revenue with flexible grouping
  • Payroll Summary - Aggregated payroll data ready for your payroll provider
  • Project Cost Report - Full cost breakdown by category for a specific project
  • Profitability Report - Revenue vs. cost analysis across all projects
  • Budget vs. Actual - Compare budgeted amounts to real spending
  • Equipment Utilization - Track equipment usage and costs across projects
  • Timesheet Status - See which timesheets are pending, submitted, or approved

All standard reports can be exported to PDF, and most also support CSV export.

Learn more: Standard Reports - Complete Guide


AI Project Reports

AI Reports use artificial intelligence to analyze your project data and generate professional narrative reports. Instead of just numbers in a table, you get written analysis with insights, trends, and recommendations.

Key capabilities:

  • Compile data from timesheets, RFIs, expenses, documents, and more
  • Choose from six AI personas (Analyst, Project Manager, Cost Controller, Claims Specialist, Field Superintendent, Scheduler)
  • Three processing modes: Normal, Deep Analysis, and Expert Panel
  • Export finished reports to PDF or Word

Learn more: AI Reports - Complete Guide


Field Reports

Field Reports let your team document what's happening on site. Use them to record daily progress, flag safety concerns, report issues, or capture any observation that needs to be on record.

Key capabilities:

  • Auto-generated report numbers (e.g., FR-2026-0001)
  • Organize by custom categories (Progress, Safety, Issue, etc.)
  • Attach photos with GPS location data
  • Submit for supervisor review

Learn more: Field Reports Guide


Cost & Revenue Forecasting

Forecasting uses your historical project data to predict future costs and revenue. Adjust individual cost categories to model different scenarios.

Key capabilities:

  • Forecast company-wide or for a specific project
  • Adjustable forecast periods (1 week to 3 months, or custom)
  • Fine-tune predictions with cost category adjustments (-50% to +50%)
  • Save forecasts to track predictions over time

Learn more: Cost & Revenue Forecasting Guide


Data Exports

The Exports page provides structured data downloads designed for integration with accounting and payroll software.

Available exports:

  • Payroll Export - Detailed or summary payroll data
  • Job Costing Export - Cost breakdown for accounting
  • Timesheet Details Export - Complete line-item timesheet data
  • Materials Export - Material usage and cost data

All exports download as CSV files ready for import into QuickBooks, Sage, or other accounting systems.

Learn more: Data Exports Guide


Choosing the Right Tool

I need to... Use...
See total labor hours and costs for a date range Standard Reports - Labor Report
Run payroll for my employees Data Exports - Payroll Export
Get an AI-written analysis of a project AI Reports
Document what happened on site today Field Reports
Predict next month's project costs Forecasting
Export data into my accounting software Data Exports
Compare actual spending to budget Standard Reports - Budget vs. Actual
Get a full cost breakdown for one project Standard Reports - Project Cost Report
Track equipment usage across jobs Standard Reports - Equipment Utilization
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