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reports LMN Reports: A Guide

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

Select from the list below to jump to its spot within the article!

CRM REPORTS

ESTIMATING REPORTS

JOB REPORTS

SCHEDULING REPORT

INVOICING REPORTS

PAYROLL REPORTS

FERT/CHEM REPORT

TROUBLESHOOTING 

 

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, simply

  1. Click on Reports > CRM
  2. Select the Division Sales Report (Detailed) mceclip0.png
  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.

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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, simply:

  1. Click on Reports>CRM
  2. Select the Estimator Sales Report (Detailed) mceclip2.png
  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

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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, simply:

  1. Click on Reports>CRM
  2. Select the Salesperson Sales Report (Detailed)mceclip4.png
  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

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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, simply:

  1. Click on Reports>CRM
  2. Select the Referral Source Analysis (Detailed) mceclip10.png
  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

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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, simply:

  1. Click on Reports>CRM
  2. Select the Division Sales Report (Summary) mceclip13.png
  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

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ESTIMATOR SALES REPORT [SUMMARY]

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

To access this report, simply:

  1. Click on Reports>CRM
  2. Select the Estimator Sales Report (Summary) mceclip16.png
  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

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SALESPERSON SALES REPORT [SUMMARY]

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

To access this report, simply:

  1. Click on Reports>CRM
  2. Select the Salesperson Sales Report (Summary) mceclip19.png
  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

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REFERRAL SOURCE ANALYSIS [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, simply, 

  1. Click on Reports>CRM
  2. Select the Referral Source Analysis (Summary) mceclip22.png
  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

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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, simply, 

  1. Click on Reports>CRM
  2. Select Tag Analysis mceclip25.png
  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

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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, simply:

  1. Click on Reports>CRM
  2. Select Todo Export mceclip28.png
  3. Choose the Start Date and the End Date
  4. The Report (Excel Spreadsheet) will be downloaded to your PC

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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, simply:

  1. Click on Reports>CRM
  2. Select the Communication History Export mceclip31.png
  3. Choose the Start Date and the End Date
  4. The Report (Excel Spreadsheet) will be downloaded to your PC

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JOBSITES EXPORT

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

To access this report, simply:

  1. Click on Reports >CRM
  2. Select Jobsites Export mceclip34.png
  3. You can opt to Include Archived Contacts/Jobsites

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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, simply:

  1. Click on Reports>CRM
  2. Select Contacts Export mceclip37.png
  3. Click Generate Report
  4. The Report (Excel Spreadsheet) will be downloaded to your PC

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SITE MEASUREMENT REPORT

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

To access this report, simply:

  1. Click on Reports>CRM
  2. Select Site Measurement Export mceclip40.png
  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

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

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, simply:

  1. Click Reports>Estimates
  2. Select the Estimate Item Forecast report mceclip43.png
  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

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** note - in order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

 

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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 mceclip46.png
  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!

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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, simply:

  1. Click the Reports>Estimates 
  2. Select the Estimate Item Closing % report mceclip49.png
  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

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** note - in order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

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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, simply:

  1. Click the Reports> Estimates
  2. Select the Estimate Cost Code Review Summary report mceclip52.png
  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

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** note - in order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

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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, simply:

  1. Click the Reports> Estimates  
  2. Select the Estimate Cost Code Review (Detail) report mceclip55.png
  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
  6. This report will automatically download or open (depending on your browser settings) in Microsoft Excel format

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** note - in order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

 

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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, simply:

  1. Click the Reports> Estimates
  2. Select the Estimates (By Relationship) report mceclip58.png
  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

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To view a video tutorial about Estimate Reports, click HERE

Jobs Report 1: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #1 mceclip61.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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 simply select a date range to finish!
    • Please note that All Jobs and All Cost Codes cannot be used with a date range greater than 1 year

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Jobs Report 2: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #2 mceclip64.png
    • 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
    • Please 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
    • Please note you must ALSO specify a date range when reporting on all jobs

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Jobs Report 3: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #3 mceclip67.png
  3. Choose your filters
    • This can be done by All Jobs, or a single job
    • Please 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.

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Jobs Report 4: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #4 mceclip70.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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!

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Jobs Report 5: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #5 mceclip73.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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
    • Please note there is a limit of 100 days worth of data that can be generated on a single report

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Jobs Report 6: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #6 mceclip76.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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
    • Please note there is a limit of 100 days worth of data that can be generated on a single report

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Jobs Report 7: Job List - [Excel Format]

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

  1. Open the Reports tab > Select Jobs 
  2. Select Report #7 mceclip79.png
  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. 

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Jobs Report 8: Job Hours - [Employee Summary]

  1. Open the Reports tab > Select Jobs 
  2. Select Report #8 mceclip82.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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
    • Please 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

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Jobs Report 9: Job Summary [Tasks + Materials]

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

  1. Open the Reports tab > Select Jobs 
  2. Select Report #9 mceclip85.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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*

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Jobs Report 10: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #10 mceclip88.png
  3. Choose your filters
    • This can be done by ALL job groups, a single job group, or for all jobs not in a group
    • Please 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

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Jobs Report 11: Job Progress [Est. vs Actual Hrs]

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

  1. Open the Reports tab > Select Jobs 
  2. Select Report #11 mceclip91.png
  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

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Jobs Report 12: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #12 mceclip94.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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 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

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Jobs Report 13: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #13 mceclip97.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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 if you select a single job or job group, you can show ALL dates.

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Jobs Report 14: 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, simply:

  1. Open the Reports tab > Select Jobs 
  2. Select Report #14 mceclip100.png
  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

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Jobs Report 15: Timesheet Equipment by Job

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

  1. Open the Reports tab > Select Jobs 
  2. Select Report #15 mceclip103.png
  3. Choose a date range and a list of all Equipment used will populate in an Excel sheet

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To view a video tutorial about Job Reports, click HERE

Scheduling Report 1: Job Schedule

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

  1. Open Reports> Select Scheduling
  2. Select Report #1 mceclip106.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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

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

Billing Report 1: 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, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #1 mceclip109.png
  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

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**note: You must choose a date range to produce Report for ALL JOBS

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Billing Report 2: Job Billing - Cost Code Totals

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

To access this report, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #2 mceclip112.png
  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

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Billing Report 3: 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, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #3 mceclip115.png
  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

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Billing Report 4: 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, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #4 mceclip118.png
  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

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

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Billing Report 5: 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, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #5 mceclip121.png
  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.

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Billing Report 6: 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, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #6 mceclip124.png

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**Please note you can only export one month of data at a time

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Billing Report 7: Invoice Summary Report

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

To access this report, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #7 mceclip127.png
  3. Report can be filtered by a Job or Job Group

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Billing Report 8: 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, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #8 mceclip130.png

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Billing Report 9: 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, simply:

  1. Open Reports> Select Invoicing
  2. Select Report #9 mceclip133.png

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Payroll Report 1: Payroll - Daily Details

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

  1. Open Reports > Select Payroll
  2. Select Report #1 mceclip136.png
  3. Choose your filters
    • This can be done by All Employees, a single employee, or an entire Staff Group.
    • Please 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

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Payroll Report 2: Payroll Summary - Daily Hours

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

  1. Open Reports > Select Payroll
  2. Select Report #2 mceclip139.png
  3. Choose your filters
    • This can be done by All Employees, a single employee, or an entire Staff Group.
    • Please 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

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Payroll Report 3: Employee Hours - By Job

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

  1. Open Reports > Select Payroll
  2. Select Report #3 mceclip142.png
  3. Choose your filters
    • This can be done by All Employees, a single employee, or an entire Staff Group.
    • Please 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

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This report is special in that the Date range can vary to include All instances of hours, or just hours within a specific range. Also please note that 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! 

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Payroll Report 4: Attendance Report

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

  1. Open Reports > Select Payroll
  2. Select Report #4 mceclip145.png
  3. Choose your filters
    • This can be done by All Employees or a single employee.
    • Please 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
    • Please be advised you may not run this report for all dates AND all employees; Please select an employee or a date range.

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Payroll Report 5: 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, simply:

  1. Open Reports > Select Payroll
  2. Select Report #5 mceclip148.png
  3. Choose your filters
    • This can be done by All Foremen or a single foreman
    • Please 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.
    • Please be advised that you may not select all supervisors and all dates.  It must be one or the other

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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.

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Payroll Report 6: 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, simply:

  1. Open Reports > Select Payroll
  2. Select Report #6 mceclip151.png
  3. Choose your filters
    • This can be done by All Employees, a single employee, or an entire Staff Group.
    • Please 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

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Payroll Report 7: 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, simply:

  1. Open Reports > Select Payroll
  2. Select Report #7 mceclip154.png
  3. Choose your filters
    • This can be done by All Employees, a single employee, or an entire Staff Group.
    • Please 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

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Payroll Report 8: Crew Daily Log

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

  1. Open Reports > Select Payroll
  2. Select Report #8 mceclip157.png
  3. Choose your filters
    • This can be done by All Foremen or a single foreman
    • Please 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.

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Payroll Report 9: Employee Hours [Job Summary]

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

  1. Open Reports > Select Payroll
  2. Select Report #9 mceclip160.png
  3. Choose your filters
    • This can be done by All Employees or a single employee
    • Please 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

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Payroll Report 10: Foreman Edit - Audit

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

  1. Open Reports > Select Payroll
  2. Select Report #10 mceclip163.png
  3. Choose your filters
    • This can be done by All Foremen or a single foreman
    • Please 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

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Payroll Report 11: Crew Hours [By Foreman]

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

  1. Open Reports > Select Payroll
  2. Select Report #11 mceclip166.png
  3. Choose your filters
    • This can be done by All Foremen or a single foreman
    • Please note that 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.

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Payroll Report 12: 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, simply:

  1. Open Reports > Select Payroll
  2. Select Report #12 mceclip169.png
  3. Choose your filters
    • This can be done by All Foremen or a single foreman
    • Please 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
    • 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

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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) unnamed.png

 

Payroll Report 13: 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, simply:

  1. Open Reports > Select Payroll
  2. Select Report #13 mceclip172.png
  3. Choose your filters
    • This can be done by All Employees, a single employee, or an entire Staff Group
    • Please 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

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Payroll Report 14: 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, simply:

  1. Open Reports > Select Payroll
  2. Select Report #14 mceclip175.png

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Payroll Report 15: ADP Report

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

  1. Open Reports > Select Payroll
  2. Select Report #15 mceclip178.png
  3. Choose your filters
    • This can be done by All Employees, a single employee, or an entire Staff Group
    • Please 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

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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.

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Other Report 1: 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, simply:

  1. Open Reports >  Select  Fert/Chem
  2. Select Report #1 mceclip181.png
  3. Choose your filters
    • This can be done by All Jobs,  a single job or one entire Job Group
    • Please 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. The other filters would be selected as needed, from previously created measurement types, to the relevant services selected, materials used etc. 

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Troubleshooting LMN Reports

There could be multiple reasons an LMN report may not run as you may expect.

ERROR: "Runtime Error" when running Payroll Report

This error occurs when some settings are missing in one of your Job Types for Payroll Codes.

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To fix:

In LMN go to Settings >Job Types > Select your Job Types and then the Payroll tab until you find one blank like below.

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From the drop-down menus select the appropriate payroll code and then run your report again.

Nothing happens when I run LMN Payroll Excel Reports.  Why?

If you run a Payroll Excel Report in LMN and nothing happens please follow the steps below to fix this issue:

  • Go to Settings > Job Types
  • Open each one of your job types and click the Payroll tab like below.
  • Make sure none of the Payroll settings are blank.  If blank - set the Payroll code to the desired payroll code and save.
  • Repeat for all your payroll codes - make sure you have no blanks
  • Run the Payroll excel reports again and they should work. If not please contact our support team via our Live Chats or by email at support@golmn.com

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Why are Weird Characters and Fonts Showing Up on LMN Reports?

If you are trying to generate a Report in LMN and your font has changed or doesn't look correct, that means that a crew member has likely used an emoji on the task notes... and this emoji might not be supported by the report generator.

But don't worry, it's an easy fix...

How to Fix via Admin Login: 

We will need to delete the emoji off of that timesheet:

    1. In LMN, Click on Timesheets > Timesheet List on the left-hand menu.
    2. Find the timesheet that you need to change the Task Note on and click on it
    3. If the timesheet has been submitted, you might need to put it back into progress (to do that, click on the edit button at the top on the screen) and click OK
    4. Click on the Task Info button
    5. Click on the NOTES tab
    6. Remove the emoji and click SAVE
    7. Re-run the same report and it should be fixed

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If you require further assistance, please contact our Support Team via email at support@golmn.com or reach out to us through our Live Chats feature or by Phone: (888) 347-9864! 

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