This article will provide you with a comprehensive guide to the Reports available to you within LMN for your convenience!

In this article:

CRM Reports

Estimating Reports

Jobs Reports

Scheduling Reports

Invoicing Reports

Payroll Reports

Fert / Chem Report

ADVANCED LMN REPORTING RECIPES

Customer & Communication Lists (Leads, Portal Users, SMS)

Man‑Hours Sold, Repeat Jobs, On‑Time Completion & More

Materials, Services, and Visit Counts

CRM REPORTS OVERVIEW

Division Sales Report (Detailed)

This report will enable you to review all Sales for your Estimates per division, sorted by Sold, Pending, or Lost statuses. You can view the total dollar amount for all Estimate statuses, Closed Estimates (i.e. lost and won) and the Estimate Close Rate for the time period selected.

To access this report:

1. Click on Reports > CRM
2. Select the Division Sales Report (Detailed)
3. Filter report by Estimate Date or Estimate Close Date
4. Choose the Start Date and the End Date for estimates you want to include in this report
5. Click Generate Report to launch report

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

Estimator Sales Report (Detailed)

This report will display all estimates assigned to Estimators in your company.

This is incredibly helpful if you want to view the total dollar amount for all Estimate statuses, Closed Estimates (i.e. lost and won) and the Estimate Close Rate for all Estimators.

To access this report:

1. Click on Reports > CRM
2. Select the Estimator Sales Report (Detailed)
3. Filter report by Estimate Date or Estimate Close Date
4. Choose the Start Date and the End Date for estimates you want to include in this report
5. Click Generate Report to launch report

Salesperson Sales Report (Detailed)

This report will display all estimates assigned to all Salespersons in your company.

This report will enable you to review the total dollar amount for all Estimate statuses, Closed Estimates (i.e. lost and won) and the Estimate Close Rate for all Salespersons.

To access this report:

1. Click on Reports > CRM
2. Select the Salesperson Sales Report (Detailed)
3. Filter report by Estimate Date or Estimate Close Date
4. Choose the Start Date and the End Date for estimates you want to include in this report
5. Click Generate Report to launch report

Referral Source Analysis (Detailed)

Referral Sources are used to track where your customers and leads are coming from. Common referral sources include Website, Magazine Ads, Google Ads.

As a contractor, you get leads from unique referral sources. These leads become Customers when you prepare and win the bids for their projects. Thus, this report will provide all sales details for all referral sources.

In this report, you will see the total amount of Sold and Lost Estimates and the Estimate Close Rate percentage.

To access this report:

1. Click on Reports > CRM
2. Select the Referral Source Analysis (Detailed)
3. Choose the Start Date and the End Date for estimates you want to include in this report
4. Click Generate Report to launch report

Division Sales Report (Summary)

The Division Sales Summary Report provides a summary of all Total Estimates per Division.

This is a convenient report when you need a quick rundown of the total dollar amount of all your estimates, including Estimates Pending, Won or Lost.

To access this report:

1. Click on Reports > CRM
2. Select the Division Sales Report (Summary)
3. Filter report by Estimate Date or Estimate Close Date
4. Choose the Start Date and the End Date for estimates you want to include in this report
5. Click Generate Report to launch report

Estimator Sales Report (Summary)

This report will provide a sales Summary of estimates assigned to Estimators in your company.

To access this report:

1. Click on Reports > CRM
2. Select the Estimator Sales Report (Summary)
3. Choose the Start Date and the End Date for estimates you want to include in this report
4. Click Generate Report to launch report

Salesperson Sales Report (Summary)

This report will provide a sales Summary of estimates assigned to Salespersons in your company.

To access this report:

1. Click on Reports > CRM
2. Select the Salesperson Sales Report (Summary)
3. Choose the Start Date and the End Date for estimates you want to include in this report
4. Click Generate Report to launch report

Refferal Source Analytics (Summary)

This report will provide an overview of Sales per Referral Source. The summarized version includes pertinent information like total estimates, quantity of estimates, and Won and Closed estimates.

To access this report:

1. Click on Reports > CRM
2. Select the Referral Source Analysis (Summary)
3. Choose the Start Date and the End Date for estimates you want to include in this report
4. Click Generate Report to launch report

Tag Analysis

The Tag Analysis Report will enable you to review all Sales for your Estimates per CRM Tag, sorted by Pending, Lost and Won statuses. 

To access this report:

1. Click on Reports > CRM
2. Select Tag Analysis
3. Choose the Start Date and the End Date for estimates you want to include in this report
4. Click Generate Report to launch report

TODO Export

The TODO Export report will enable you to review all Todos that were created in the Todos and Request Tab in CRM. All data including which employee the to-dos were assigned to, the due date for which the task must be completed and the actual date the task was completed and any Internal Notes are contained in this report. 

To access the report:

1. Click on Reports > CRM
2. Select Todo Export
3. Choose the Start Date and the End Date
4. The Report (Excel Spreadsheet) will be downloaded to your PC

Communication History Export

The Communication History Export will generate a Spreadsheet List that contains the history of all communication between your company and your customer for any Time Period selected.

To access this report:

1. Click on Reports > CRM
2. Select the Communication History Export 
3. Choose the Start Date and the End Date
4. The Report (Excel Spreadsheet) will be downloaded to your PC

Jobsite Export

The Jobsites Export Report will generate a Master Excel Spreadsheet of all Jobsite Details recorded in LMN CRM.

To access this report:

1. Click on Reports > CRM
2. Select Jobsites Export
3. You can opt to Include Archived Contacts/Jobsites

Contacts Export

The Contact export report will generate a Spreadsheet List of all your Customer Information(archived contacts included) in LMN. This includes a LMN Generated CRM and Contact ID number, customer addresses, phone numbers and classifications.

To access this report:

1. Click on Reports > CRM
2. Select Contacts Export
3. Click Generate Report
4. The Report (Excel Spreadsheet) will be downloaded to your PC

Site Measurement Report

The Site Measurement Report will enable you to review and calculate total areas of jobsites/estimates.

To access this report:

1. Click on Reports > CRM
2. Select Site Measurement Export
3. Filter Report by CRM or Estimates
4. Apply requisite CRM Tags
5. Click Generate Report
6. The Report (Excel Spreadsheet) will be downloaded to your PC

🎥 CRM Dashboards and Reports Video

To view a video tutorial about CRM Dashboards and Reports, click HERE

ESTIMATING REPORTS OVERVIEW

Estimate Item Forecasting Report

This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others.  Using this report, you can look at Qty Estimated vs. Qty Won, Cost Estimated vs. Cost Won, and Revenue Estimated vs. Revenue Won.

You can use this report for a host of purposes, but primarily, it will help you:

• Make sure you're estimating enough work to hit your sales goals
• Help forecast labor requirements for work that's won
• Make sure you're recovering enough (billable) hours on your equipment
• Help forecast and purchase materials required
• Help forecast and secure subcontractors required
• Forecast upcoming rental requirements and make better rent vs. buy decisions.

To access this report::

1. Click Reports > Estimates
2. Select the Estimate Item Forecast report
3. Choose the Divisions you wish to include
4. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
5. Choose the Item Types to be included in the report
6. Click Generate Report to launch the report

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

Estimate Material Forecasting Report

Just got out of your busy estimating season and want to know how much mulch you’ve put on proposals so that you can place a bulk order from your wholesaler? Our brand-new Material Forecast Report is designed to help with exactly this situation:

• Start by picking a Division (optional) and setting a date range.
• Punch in a keyword for the material you want data on (e.g. “gravel”)
• You’ll be able to generate an Excel spreadsheet with a row for each material that you estimated during the selected date range. Within the columns, you’ll find tons of directly helpful information such as:
  • Which estimate the material appears on & key details about that estimate
  • Contact details for the customer associated with that estimate
  • Quantity and units
  • Number of visits
  • Unit cost and price
  • Total cost and price
  • Profit percentage

1. Click Reports > Estimates
2. Select the Estimate Material Forecast report
3. Choose the Divisions you wish to include
4. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
5. Choose the Materials to be included in the report
6. Click Generate Report to launch the report

Just sort and filter by columns so you can get the relevant data you need, to be more efficient with your materials!

Estimate Item Closing % Report

This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others.  This report can help you:

• review how much much work is pending, won and lost for each item in your estimating catalog
• identify/adjust the items with the highest/lowest closing %'s
• forecast expected revenue

To access this report:

1. Click the Reports > Estimates 
2. Select the Estimate Item Closing % report
3. Choose the Divisions you wish to include
4. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
5. Choose the Item Types to be included in the report
6. Choose the Report Type
   1. Item Quantity will show the unit quanitity of each item estimated/lost/won
   2. Item Revenue $ will show the dollar value of each item estimated/lost/won
7. Click Generate Report to launch the report

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

Estimate Cost Code Review (Summary) 

This new report will enable you to review pending/won/lost man hours, costs and revenue for each cost code.  This report can help:

• Ensure you're on track to hit your goals and identify work types that are excelling/falling behind
• Forecast revenue and costs for cash flow planning
• Forecast labor requirements by cost code

To access this report:

1. Click the Reports > Estimates
2. Select the Estimate Cost Code Review Summary report 
3. Choose the Divisions you wish to include
4. Choose the Cost Codes you wish to include
5. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
6. Click Generate Report

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

Estimate Cost Code Review (Detail)

This new report will enable you all kinds of good information, by estimate, by cost code.  Even better, it automatically exports to an Excel file so you can do all kinds of your own data manipulation like sorting, filtering and making your own totals and formulas.  

The report shows detailed information for every cost code in your estimates.  Each estimate cost codes shows its:

• Status (won/lost/pending)
• Division
• # of Visits
• Man Hours
• Estimated COGS (Cost of Goods Sold)
• Estimated Revenue 

Once in Excel, you can filter your columns by Status (for example) to look at work that's won, or by division to look at just work for a particular division.

To access this report:

1. Click the Reports > Estimates
2. Select the Estimate Cost Code Review (Detail) report 
3. Choose the Divisions you wish to include
4. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
5. Click Generate Report

This report will automatically download or open (depending on your browser settings) in Microsoft Excel format

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

Estimates (By Relationship)

In this report, you will be able to see the profitability summarized across all the estimates for a customer rather than for each individual estimate.

This will give you a 360-degree view of the customer and how profitable they are. We often see that the profit margin on base contracts is not as high, but a lot of value is added when selling enhancements or change orders to an existing contract to help to drive up the value and obtain a higher profit margin on the new work.

• We can see the customer name, the original estimate with its estimated value and status, then we can see if there have been any change orders and enhancements, each with their own estimate amount and status.
• There is a Summary line at the bottom of each customer which shows the total revenue for this customer’s group of estimates, the total net profit, and total net profit margin.
• The goal of this is to evaluate the revenue and net profit for this customer – we may not have been earning a high profit margin on the original estimate, but with the change orders & enhancements added, the work for this customer will make it worth it overall.
• The end goal is to make sure we are looking at the profitability of the customer as a whole, rather than at individual estimates.

To access this report:

1. Click the Reports > Estimates
2. Select the Estimates (By Relationship) report 
3. Choose the Divisions you wish to include
4. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
5. Choose the Estimate Sales Status to be included in the report
6. Choose the what to Include
   • All Estimates
   • Only Estimates with a Relationship
7. Click Generate Report to launch the report

🎥 Estimates Reports Video

To view a video tutorial about Estimate Reports, click HERE

JOBS REPORTS OVERVIEW

Job Hours (By Cost Code)

Job time report showing daily total hours, foreman/supervisor assigned, and ALL Task Notes organized by cost code
To access this report:

1. Open the Reports > Jobs 
2. Select Job Hours (By Cost Code)
3. Choose your filters 
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Select a single Cost Code for a more refined search, or all Cost Codes for general
5. Once done, select a date range to finish

⚠️ Note that All Jobs and All Cost Codes cannot be used with a date range greater than 1 year

Job Hours (By Date)

Highly customizable Job time report showing total hours by date, including crew notes, start time and end time
To access this report:

1. Open the Reports > Jobs 
2. Select Job Hours (By Date)
   • This report is highly customizable with a large array of optional extras that can be added to your report!
3. Choose your filters
   • This can be done by All Jobs, a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range
   • ⚠️ Note: you must ALSO specify a date range when reporting on all jobs

Job History (with GPS)

Shows all timesheet times and dates, including the crew's GPS location and distance from site for all timesheet events for a specific job. Also includes equipment and weather notes.
To access this report:

1. Open the Reports tab > Select Jobs 
2. Select Job History (with GPS)
3. Choose your filters
   • This can be done by All Jobs, or a single job
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range, or select ALL dates to give an overview of an entire job or job group.

Job History (All Details)

This report shows everything: total hours, crew notes and materials for jobs and tasks, all organized by date. You can use the 'search' feature to include only specific tasks or leave it blank to search for ALL tasks.
To access this report:

1. Open the Reports tab > Select Jobs 
2. Select Job History (All Details)
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range
   • If reporting by a single job or Job Group select ALL dates to give a complete overview!

Job History - Services (Excel)

This report shows services and materials for timesheet tasks, as well as the invoices attached, and overall $ amounts for each, all organized by date
To access this report:

1. Open the Reports tab > Select Jobs 
2. Select Job History - Services (Excel)
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range
   • ⚠️ Note: there is a limit of 100 days worth of data that can be generated on a single report

Job History - Time (Excel Format)

This report shows time recorded for timesheet tasks, as well as billable rates, and $ totals and the invoices attached, all organized by date.
To access this report:

1. Open the Reports > Jobs 
2. Select Job History - Time (Excel Format)
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range
   • ⚠️ Note: there is a limit of 100 days worth of data that can be generated on a single report

Job List - (Excel Format)

Exports LMN job information (name, address, etc.) into an Excel spreadsheet.
To access this report:

1. Open the Reports > Jobs 
2. Select Job List - (Excel Format)
3. Choose your filters
   • This can be done by All Job Types or a single job type. This report can also be made to generate only Active, Inactive, or a true list of ALL jobs in Time. 

Job Hours - (Employee Summary)

1. Open the Reports > Jobs 
2. Select Job Hours - (Employee Summary)
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range
5. Choose your Employee
   • This can be done by All Employees or a single employee
   • ⚠️ Note that when selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate

Job Summary (Tasks + Materials)

Shows a summary of hours by task, and materials with quantities for each job.
To access this report:

1. Open the Reports > Jobs 
2. Select Job Summary (Tasks + Materials)
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Task and Material Pricing can also be included or excluded depending on the box being unchecked or not; If unchecked, only tasks and material quantities will be shown*

Job List (By Job Group)

This report shows the list of jobs in EXCEL format - assigned to each job group, and any that are not in any job groups
To access this report:

1. Open the Reports > Jobs 
2. Select Job List (By Job Group)
3. Choose your filters
   • This can be done by ALL job groups, a single job group, or for all jobs not in a group
   • ⚠️ Note: that when selecting jobs groups, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate

Job Progress (Est. vs Actual Hrs)

Shows an estimated vs. actual hours progress for jobs and their individual tasks.
To access this report:

1. Open the Reports > Jobs 
2. Select Job Progress (Est. vs Actual Hrs)
3. Choose your filters
   • This can be done for a full list of a single Job Type,  a single job or one entire Job Group.
   • You can also choose to show only Active, Inactive or Both for a complete list of information

Job Progress (Sched. vs Actual)

Shows a summary of the visits/hours scheduled for each job, along with a summary of actual time logged. Can also include Crew Notes.
To access this report:

1. Open the Reports > Jobs 
2. Select Job Progress (Sched. vs Actual)
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note: When selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range OR if you select a single job or job group, you can show ALL dates
5. Choose your Schedule Type
   • Recurring would be your service work/estimates
   • Non-recurring would be for you one-time jobs/standard estimates

Task and Material Totals

Shows the details of the Tasks and Materials for a Job or Job Group, including total Man Hours per Cost code.
To access this report:

1. Open the Reports > Jobs 
2. Select Task and Material Totals
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note: When selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. Pick a Start and End Date to create your date range OR if you select a single job or job group, you can show ALL dates.

Job Est. vs Actual (Excel)

An excel export of estimated vs actual hours progress for job tasks and total completed % so far.
To access this report:

1. Open the Reports > Jobs 
2. Select Job Est. vs Actual (Excel)
3. Choose your filters
   • This report can be run specifically for a single task across all jobs or one whole job group ORThe task area can be left blank and can generate all task information for a single job or Job Group

Timesheet Equipment by Job

This report shows equipment utilization from timesheet equipment notes, organized by equipment names/codes.
To access this report:

1. Open the Reports > Jobs 
2. Select Timesheet Equipment by Job
3. Choose a date range and a list of all Equipment used will populate in an Excel sheet

🎥 Job Reports Video

To view a video tutorial about Job Reports, click HERE

SCHEDULING REPORTS OVERVIEW

• Job Schedule Report
• 🎥 Scheduling Report Video

Job Schedule Report

Schedule report showing scheduled work by job.
To access this report:

1. Open Reports > Scheduling
2. Select Job Schedule
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note that when selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate

🎥 Scheduling Report Video

To view a video tuitorial about Schedule Dashboards & Reports, click HERE

INVOICING REPORTS OVERVIEW

Job Billing - Detailed

This report will show billable hours, materials and total billing amounts organized by day.

Additionally, the Job Billing - Detailed report includes a range of options you can check off, making it customized to suit your needs. 

To access this report:

1. Open Reports > Invoicing
2. Select Job Billing - Detailed
3. Report can be filtered by a Job or Job Group
4. Filtering report by Job will enable you to choose ALL JOBS or a specific job
5. With Job Groups, you can select your desired Job Group

⚠️ Note: You must choose a date range to produce Report for ALL JOBS

Job Billing - Cost Code Totals

This report shows the Total Billable amounts for each Cost Code on a Job.

To access this report:

1. Open Reports > Invoicing
2. Select Job Billing - Cost Code Totals
3. Report can be filtered by a Job or Job Group
4. Filtering report by Job will enable you to choose ALL JOBS or a specific job
5. With Job Groups, you can select your desired Job Group

Job Billing Setting Review

This report will provide a PDF report showing all monthly billing, service pricing, and hourly pricing. Utilizing this report will enable you to review Job Billing Setup per Job or Job Group.

To access this report:

1. Open Reports > Invoicing
2. Select Job Billing Setting Review
3. Report can be filtered by a Job or Job Group
4. Filtering report by Job will enable you to choose ALL JOBS or a specific job
5. With Job Groups, you can select your desired Job Group

Service/Material Report

This report will enable you to review a list of Jobs that have been assigned a specific material or service.

To access this report:

1. Open Reports > Invoicing
2. Select Service/Material Report
3. Report can be filtered by a Job or Job Group
4. Filtering report by Job will enable you to choose ALL JOBS or a specific job
5. With Job Groups, you can select your desired Job Group

*There is the option to Show Jobs with Completed or Not Incomplete Material

Service/Material Summary

This report will provide a list of completed services/materials by job, by date, including quantity and billable amount (if applicable).

To access this report:

1. Open Reports > Invoicing
2. Select Service/Material Summary
3. Report can be filtered by a Job or Job Group
   • Additionally, there are other options available you can check off to customize this report.

Services + Materials Completed

This is a Detailed report of all services + materials recorded within a timeframe, exported in Excel format.

⚠️ This report can only be filtered by the Job Group

To access this report:

1. Open Reports > Invoicing
2. Select Services + Materials Completed

⚠️ Note you can only export one month of data at a time

Invoice Summary Report

This report allows you to export an Excel summary report of invoice data (excel).

To access this report:

1. Open Reports > Invoicing
2. Select Invoice Summary Report
3. Report can be filtered by a Job or Job Group

Invoice Summary (by Cost Code)

This report allows you to export an Excel summary report of invoice data by cost code for a selected Time Period.

💡 You can opt to Include only Approved/Exported Invoices

To access this report:

1. Open Reports > Invoicing
2. Select Invoice Summary (by Cost Code)

Invoice By Assignment

This report is fantastic for reviewing Invoices assigned to different User types for a selected Time Period. Assignment Roles vary from Salesperson, Account Manager or Crew Lead.

To access this report:

1. Open Reports > Invoicing
2. Select Invoice By Assignment

PAYROLL REPORTS OVERVIEW

Payroll - Daily Details

Employee report, ordered by date showing every job start/end time, total hours and lunch deductions.”
To access this report:

1. Open Reports > Payroll
2. Select Payroll - Daily Details
3. Choose your filters
   • This can be done by All Employees, a single employee, or an entire Staff Group.
   • ⚠️ Note that when selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range
   • If the Show Approved Time only Checkbox is marked off, the data generated on the report will only pull from Timesheets that are in the Approved status. If this is left unchecked it will pull data from all timesheets that have been Submitted regardless of their status

Payroll Summary - Daily Hours

Employee report showing total reg hours and OT hours for each date.
To access this report:

1. Open Reports > Payroll
2. Select Payroll Summary - Daily Hours
3. Choose your filters
   • This can be done by All Employees, a single employee, or an entire Staff Group.
   • ⚠️ Note that when selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate.
4. Pick a Start date, and then how many periods after (weeks) you’d like to gather data for
   • If the Show Approved Time only Checkbox is marked off, the data generated on the report will only pull from Timesheets that are in the Approved status. If this is left unchecked it will pull data from all timesheets that have been Submitted regardless of their status
   • If Breakdown time by payroll code is selected, then the name of the payroll code will be shown alongside each employee's Task/Time in the blank area on the report below

Employee Hours - By Job

Employee report showing total hours spent at each job each day
To access this report:

1. Open Reports > Payroll
2. Select Employee Hours - By Job
3. Choose your filters
   • This can be done by All Employees, a single employee, or an entire Staff Group.
   • ⚠️ Note that when selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate

This report is special in that the Date range can vary to include All instances of hours, or just hours within a specific range. ⚠️ Note: when reporting by Jobs, if you don’t see the job you're looking for in the list, check to see if it’s inactive! 

Attendance Report

Employee report showing all recorded late/absents
To access this report:

1. Open Reports > Payroll
2. Select Attendance Report
3. Choose your filters
   • This can be done by All Employees or a single employee.
   • ⚠️ Note that when selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range, or select ALL dates
   • Be advised you may not run this report for all dates AND all employees; select an employee or a date range.

Employee Audit (with GPS)

Foreman timesheet report showing the GPS location and distance from jobsite for all clock in/out events in a specified date range.
To access this report:

1. Open Reports > Payroll
2. Select Employee Audit (with GPS)
3. Choose your filters
   • This can be done by All Foremen or a single foreman
   • ⚠️ Note that when selecting foremen, if you want to include past or inactive foremen, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range, or select ALL dates.
   • Be advised that you may not select all supervisors and all dates.  It must be one or the other

You can also choose to include Equipment and Weather Notes, this information will pull directly from what was on the Timesheet at the Time it was created.

Payroll Report - Excel (Detail)

Employee payroll report in spreadsheet format showing total payroll hours organized by job, task and pay type (Reg/OT) for payroll and jobcosting. Also Includes Task Notes.
To access this report:

1. Open Reports > Payroll
2. Select Payroll Report - Excel (Detail)
3. Choose your filters
   • This can be done by All Employees, a single employee, or an entire Staff Group.
   • ⚠️ Note: when selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate
4. Pick a Start date, and then how many periods after (weeks) you’d like to gather data for
   • If the Show Approved Time only Checkbox is marked off, the data generated on the report will only pull from Timesheets that are in the Approved status. If this is left unchecked it will pull data from all timesheets that have been Submitted regardless of their status

Payroll Report - Excel (Simple)

Employee payroll report in spreadsheet format. Payroll report only - no job costing data. Shows total reg/OT hours worked each day for each employee
To access this report:

1. Open Reports > Payroll
2. Select Payroll Report - Excel (Simple)
3. Choose your filters
   • This can be done by All Employees, a single employee, or an entire Staff Group.
   • ⚠️ Note: when selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate
4. Pick a Start date, and then how many periods after (weeks) you’d like to gather data for
   • If the Show Approved Time only Checkbox is marked off, the data generated on the report will only pull from Timesheets that are in the Approved status. If this is left unchecked it will pull data from all timesheets that have been Submitted regardless of their status

Crew Daily Log

Crew report showing all work details for each day
To access this report:

1. Open Reports > Payroll
2. Select Crew Daily Log
3. Choose your filters
   • This can be done by All Foremen or a single foreman
   • ⚠️ Note: When selecting foremen, if you want to include past or inactive foremen, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range.

Employee Hours (Job Summary)

Shows total employee hours for a time period grouped by each job/task worked
To access this report:

1. Open Reports > Payroll
2. Select Employee Hours (Job Summary)
3. Choose your filters
   • This can be done by All Employees or a single employee
   • ⚠️ Note: that when selecting an employee, if you want to include past or inactive staff, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range

Foreman Edit - Audit

Audit report, showing timesheet in/out edits by foreman
To access this report:

1. Open Reports > Payroll
2. Select Foreman Edit - Audit
3. Choose your filters
   • This can be done by All Foremen or a single foreman
   • ⚠️ Note: When selecting foremen, if you want to include past or inactive foremen, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range

Crew Hours (By Foreman)

Shows a summary of all hours recorded by a foreman in a specified date range
To access this report:

1. Open Reports > Payroll
2. Select Crew Hours (By Foreman)
3. Choose your filters
   • This can be done by All Foremen or a single foreman
   • ⚠️ Note: when selecting foremen, if you want to include past or inactive foreman, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range.

Foreman Daily Review

Organized by foreman name, this report shows all visits in a given time period including their on-time score, time edits, and GPS accuracy
To access this report:

1. Open Reports > Payroll
2. Select Foreman Daily Review
3. Choose your filters
   • This can be done by All Foremen or a single foreman
   • ⚠️ Note: When selecting foremen, if you want to include past or inactive foremen, you must select the “Show Inactive” box for their information to populate
4. Pick a Start and End Date to create your date range
   • This report contains tons of useful information, because of this the date range can only be set for a MAX of ONE week
5. Select to track GPS on Punch In or Out

Explanations of Key Terms in Foreman Daily Review Report

• GPS Variance - Distance from Site. This means the distance from Jobsite Location to where Crew actually clocked in
• Today’s Score is derived from the Task Score (Today’s Visit) in the Job’s Timesheet Scoreboard
• Task Score is derived from the Task Score (All Visits)

Payroll Export - Paychex

Employee payroll report in spreadsheet format showing total payroll hours organized by job, task and pay type (Reg/OT) for payroll and jobcosting.” 
To access this report:

1. Open Reports > Payroll
2. Select Payroll Export - Paychex
3. Choose your filters
   • This can be done by All Employees, a single employee, or an entire Staff Group
   • ⚠️ Note: When selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate
4. Pick a Start date, and then how many periods after (weeks) you’d like to gather data for
   • If the Show Approved Time only Checkbox is marked off, the data generated on the report will only pull from Timesheets that are in the Approved status
   • If this is left unchecked it will pull data from all timesheets that have been Submitted regardless of their status

Jobs Table - Paychex

Exports a list of active and inactive LMN jobs along with their IDs in a Paychex table file format.” 
To access this report:

1. Open Reports > Payroll
2. Select Jobs Table - Paychex

ADP Report

Payroll Export for import into ADP.
To access this report:

1. Open Reports > Payroll
2. Select ADP Report
3. Choose your filters
   • This can be done by All Employees, a single employee, or an entire Staff Group
   • ⚠️ Note: When selecting to run the report by employee, if you want to include past or inactive employees, you must select the “Show Inactive” box for their information to populate
4. Pick a Start date, and then how many periods after (weeks) you’d like to gather data for
   • If the Show Approved Time only Checkbox is marked off, the data generated on the report will only pull from Timesheets that are in the Approved status
   • If this is left unchecked it will pull data from all timesheets that have been Submitted regardless of their status

If you’d like to see the name of the LMN Payroll code used alongside the time tracked, you would select “Breakdown Time by Payroll Code” to have that information populate.

FERT / CHEM REPORT OVERVIEW

Fert/Chem Ticket

Print this report on perforated paper (perforated at 1/3 mark) to generate printed leave-behinds for fert and chem applications.
To access this report:

1. Open Reports > Fert/Chem
2. Select Fert/Chem Ticket
3. Choose your filters
   • This can be done by All Jobs,  a single job or one entire Job Group
   • ⚠️ Note: When selecting jobs, if you want to include past or inactive ones, you must select the “Show Inactive” box for that information to populate
4. The other filters would be selected as needed, from previously created measurement types, to the relevant services selected, materials used etc. 

Advanced LMN Reporting Recipes

Customer & Communication Lists (Leads, Portal Users, SMS)

List of customers you’ve worked for (completed jobs)

“I want a list of customers we’ve completed jobs for in the last X years, with contact info.”

Use a two‑step approach:

1. Get the jobs / history

   1. Run a Job History or Job List–type report:

      1. Path: Reports > Jobs

      2. Filter by date range (for example, last 5 years) and job groups/divisions as needed.

   2. Export this to Excel.

2. Get customer contact details

   • Run Contacts Export from Reports > CRM to get names, emails, and phone numbers.

   • In Excel, you can join/match the customer names from the job report with the contact export to build your final list.

List of portal customers

“Which customers are using the LMN customer portal?”
Choose between 2 options:

Option 1: Use CRM dashboards and activity views

1. The CRM Dashboard can show portal invitations and activity (invites sent, accepted, portal payments, etc.).

2. Use this for a quick activity view.

Option 2: Use CRM exports (if portal status is available in your account)

1. If your account tracks a field like “Portal invited / accepted”, you can:

   1. Go to Reports > CRM > Contacts Export.

   2. Export to Excel and filter by that field to create a portal customers list.

List of SMS‑opted‑in customers

“Is there a report that shows who is signed up for SMS communication?”

There is typically no single pre‑built “SMS opt‑in report”.

Leads and new opportunities list

“Get a list of leads / new estimates over a period.”

1. Use CRM Reports like Referral Source Analysis and Salesperson / Estimator Sales:

   1. Path: Reports > CRM

   2. Filter by Estimate Date or Close Date

2. Export to Excel if you need:

   1. Raw lists of leads

   2. Email addresses or phone numbers for follow‑up.

Man‑Hours Sold, Repeat Jobs, On‑Time Completion & More

Man‑hours sold in service contracts

Goal: “How many man‑hours have we sold in our service contracts for a season/year?”

This is about sold hours, not hours worked from timesheets.

From sold estimates (planned hours)

1. Go to Reports > Estimates > Job Est. vs Actual (Excel) (or your closest “estimate hours” report).

2. Filter by:

   • Estimate Type: Service (maintenance) only.

   • Status: Sold.

   • Date Range: Estimate Date or Close Date for the season/year you care about.

   • Division / Job Group / Salesperson: as needed.

3. Export to Excel.

4. In Excel:

   • Use the Estimated Hours column (by job, service, or cost code depending on the report).

   • Filter out any test/training jobs.

   • Sum the Estimated Hours column to get total man‑hours sold.

Tips:

• If your contracts are separated by service type (e.g., mowing vs snow), add a filter on Service or Job Group to get man‑hours sold for each service line.

• If you want this by salesperson, pivot by Salesperson (rows) and Estimated Hours (values).

From Analytics (if enabled)

If your account uses Analytics with a job/estimate hours sold metric:

1. Go to Analytics > Estimate Analysis (Hours sold tile/grid).

2. Set filters:

   • Date range for your target season/year.

   • Divisions / Job Groups / Salespeople as needed.

3. Use the export to get detail by job and sum hours sold.

If Analytics and Reports disagree, use the Analytics Data Missing or Not Matching guide to reconcile setup and filters first.

On‑time completion percentage

Goal: “What percentage of our visits/jobs were completed on time over a period?”

Today, LMN does not provide a single exportable report that joins scheduled date and actual completion date for every visit in Excel. That means you can’t build a perfect, seasonal on‑time completion % purely from LMN’s standard reports.

Here are the closest options:

• Job Progress (Sched. vs Actual) (Reports > Jobs)

  • Shows a summary of the visits/hours scheduled for each job, along with a summary of actual time logged.

  • Good for high‑level scheduled vs actual hours by job, but it does not expose every visit’s scheduled vs actual timestamp in Excel.

• Foreman Daily Review (Reports > Payroll)

  • Weekly report that exports to Excel, showing each visit with details such as date, job, crew/employee, hours worked, any edits, and GPS/location information (where applicable).

  • Helpful for spot‑checking performance and data quality by foreman/crew over a short window. You can export each week to Excel and manually combine those files for longer‑range analysis, but there is no built‑in, single report that compiles a long‑range on‑time completion KPI.

Because of these limits, you can’t currently build a fully automated, season‑long on‑time completion % from LMN alone.

You can still help improve on‑time performance by:

• Using Job Progress (Sched. vs Actual) to see which jobs or job groups consistently run over on hours.

• Reviewing Foreman Daily Review regularly with foremen to coach on on‑time scores and cleanup issues that affect those scores.

Year‑over‑year repeat jobs / renewing contracts

Goal: “Which jobs/accounts repeated this year vs last year (e.g., annual mulch, recurring contracts)?”

There’s no single “repeat jobs” report; you combine Job History or Job List exports over two periods and compare.

Export job history for each year

For each year (or season) you want to compare:

1. Go to Reports > Jobs > Job History – Services (Excel).

2. Filter by:

   • Date range for Year 1 (e.g., 2024 season).

   • Job Group / Service to focus on the work you care about (e.g., mulch, mowing).

3. Export to Excel and save as something like JobHistory_2024.xlsx.

4. Repeat with the same filters for Year 2 (e.g., 2025), exporting as JobHistory_2025.xlsx.

Normalize to a “job/customer list” for each year

In each file:

1. Keep the columns:

   • Customer Name.

   • Job Name (or Job ID).

   • Service (if you’re analyzing per‑service repeats).

2. Use Remove Duplicates in Excel on the combination you care about:

   • Example A (repeat customers): Customer Name only.

   • Example B (repeat jobs): Customer Name + Job Name.

   • Example C (repeat service contracts): Customer Name + Service.

Now you have:

• A list of unique jobs/customers for Year 1.

• A list of unique jobs/customers for Year 2.

Identify repeats

1. Copy both lists into a single workbook (two sheets).

2. Use:

   • VLOOKUP / XLOOKUP, or

   • Power Query / INDEX/MATCH
     to check whether each Year‑2 entry exists in the Year‑1 list.

3. Mark:

   • “Repeat” where a match is found.

   • “New” where Year‑2 entries have no Year‑1 match.

You can then:

• Count repeat vs new contracts.

• Break down by Service, Division.

Materials, Services, and Visit Counts in LMN

Total material usage (e.g., yards of mulch) over a period

Goal: “How much of a specific material (like black mulch) did we use last year?”

Use a combination of estimate and invoicing reports:

1. From estimates (planned usage):

   • Run Estimate Material Forecasting:

     • Path: Reports > Estimates > Estimate Material Forecasting.

     • Filter by division, date range, and, if needed, material name or category.

   • Export to Excel and filter for the specific material to sum totals.

2. From completed/billed work (actual usage):

   • Use Service/Material Report, Service/Material Summary, or Services + Materials Completed:

     • Path: Reports > Invoicing.

   • Filter by date range, division/job group, and material/service.

   • Export to Excel and sum quantities for the period.

Note: Some of these reports are limited to short date windows (for example, a month or 90 days).
For a full year, you may need to run multiple exports and combine in Excel.

Material totals by job or property

Goal: “See material totals per job or property.”

• Use Job History – Services (Excel) or Task and Material Totals:

  • Path: Reports > Jobs.

  • Filter by:

    • Specific job or job group (for example, all snow contracts).

    • Date range you care about.

• Export to Excel and use:

  • Sorting/grouping by job and material, or

  • Pivot tables to see material totals per job.

Visit counts per job/service/season

Goal: “How many visits did we make for a specific service or for mowing customers this season?”

1. Run Job History (All Details) or a similar job history report:

   • Path: Reports > Jobs.

2. Filter by:

   • Job or job group (for example, mowing customers).

   • Service (if you use services to distinguish mowing vs other work).

   • Date range (for the season or year).

3. Export to Excel:

   • Each completed visit appears as a record.

   • You can count rows per job/service to get visit counts.

If your jobs are not scheduled, this still works:

• Job History reports list visits based on completed timesheets, not only on the schedule, so unscheduled work will still appear as long as timesheets are entered.

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

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