Skip to content

Reports & Analytics

Understand how your field service business is performing at a glance. FSM Navigator® gives you dashboards, detailed audit trails, and automated weekly summaries — so you can make informed decisions without digging through spreadsheets.

Explore reports

  • KPI dashboard

    Monitor financial, operational, customer, and efficiency metrics from a single dashboard with customizable date ranges.

    Open KPI dashboard

  • Audit logs

    Review a detailed, filterable history of every action taken in your account — logins, job changes, invoice operations, and more.

    View audit logs

  • Weekly reports

    Receive an automated weekly intelligence report by email summarizing job volume, technician performance, revenue, and SLA compliance.

    Set up weekly reports

Reports by plan

Not all reporting features are available on every plan. The table below shows what is included at each tier.

Feature Free Pro Enterprise
Basic job and customer counts ✅ ✅ ✅
KPI dashboard (Overview snapshot only on Free) ✅ ✅ ✅
Audit logs ✅ ✅ ✅
Full KPI dashboard (all tabs) — ✅ ✅
Weekly intelligence reports — ✅ ✅
Advanced analytics and trends — ✅ ✅

Upgrade for deeper insights

The full KPI dashboard and weekly reports start on the Pro plan; the Free plan shows the Overview snapshot. Audit logs are included on every plan and are limited to Owners and Administrators. Compare plans to find the right fit for your business.

Who can access reports

Report Owner Manager Administrator Dispatcher Technician
KPI dashboard ✅ ✅ — — —
Audit logs ✅ — ✅ — —
Weekly reports (email) ✅ — — — —

Dispatchers and Technicians don't see reports in the navigation, so sensitive financial and audit information stays with the account's leadership. The Manager role is part of the Pro and Enterprise plans.

What you can measure

FSM Navigator tracks metrics across four key areas:

  • Financial — Revenue, accounts receivable aging, collection rates, and invoice totals.
  • Operational — Job completion rates, SLA compliance, average completion time, and workload distribution.
  • Customer — Repeat customer rates, customer satisfaction trends, and service history.
  • Efficiency — Travel distance savings, auto-assignment success rates, and technician utilization.

Each metric is available through the KPI dashboard, and key highlights are included in the weekly report.

Quick start

  1. Review your KPIs — Open the KPI dashboard to see today's metrics.
  2. Check recent activity — Browse the audit logs for the latest account activity.
  3. Subscribe to weekly emails — Enable weekly reports for automatic summaries delivered every Monday.

Frequently asked questions

Can Dispatchers or Technicians see the KPI dashboard?

No. The KPI dashboard is open to Owners and Managers, and the weekly report email goes to Owners only. Audit logs are visible to Owners and Administrators. Dispatchers and Technicians focus on their operational workflows. See Roles and permissions for details.

How far back does reporting data go?

FSM Navigator retains all historical data for a minimum of three (3) years. You can filter the KPI dashboard by any date range and review audit logs going back to your account creation.

Can I export report data?

Yes. Audit logs can be exported for external analysis, and the Time & Attendance, Mileage Tracking and Profitability tabs of the KPI dashboard each export to CSV. The weekly report arrives as a formatted email you can forward or archive.