A report is empty
Widen the date range or clear a filter first. Then check whether the report needs data your company does not have yet:
Jobs Completed and Gallons Pumped list completed jobs, so they stay empty until drivers complete stops. Gallons Pumped also needs gallons entered on the job's service lines.Days Since Last Service lists sites that declare rate card units, have been serviced, or have a job booked.New Customers by Lead Source shows a single Not recorded row until the Lead source field is filled in on customers.Processing Fees lists a payment only once its Stripe fee has been recorded.Job & Route Profitability counts paid invoices linked to a job. Rate card cycle invoices are not linked to jobs, so a rental-only book can show nothing. See Job and route profitability.Roll-Off Containers needs roll-off products with units in Inventory.The numbers look incomplete
An amber note that the report hit its safety cap means the numbers are incomplete. Narrow the date range.Detail lists stop at 5,000 rows and say so. The totals are still complete, and Excel or CSV carries every row.The numbers don't match Financials
Run for Today, Open Invoices, Customer Balances and Collections match the Financials page. For an earlier As of date they add back payments received afterwards, on purpose.On period reports, check the basis. Invoiced leaves out drafts, voids, replaced revisions and deposit invoices. Collected leaves out pending, failed and reversed payments and account credit being applied.Profit & Loss and the Schedule C export are cash basis (paid invoices), so they differ from the Invoiced basis on the Sales reports.A report shows an upgrade prompt or a plan tag
The report needs a higher plan. Most reports are Growth, Service Compliance is Core, and Sales by Branch is Enterprise. See Reports overview.
Billing cycle presets are missing
This billing cycle, Last billing cycle, End of last billing cycle and the Every billing cycle schedule appear only when your company bills on a cycle (set in Settings → Finance → Cycle Billing).
The schedule sheet won't let me save
The sheet says "Schedules need a rolling period" when the report is on hand-picked dates. Pick a preset (Year to Date, Last Month, Last billing cycle) or, on a balance report, a rolling As of date, then schedule.
A scheduled report didn't arrive
Check Scheduled reports on the Reports landing page for Paused or "Last delivery failed:" on the row.Use Send test to me from the row menu to confirm the report builds and reaches you.Check the recipient addresses. After 5 failed deliveries in a row a schedule pauses itself; resume it once fixed.Labor shows $0 in profitability
No Driver labor rate is set. Add one in Settings → Route Plan Cost Rates.
I need a report that doesn't exist
There is no custom report builder. Use Group by, filters, Detail view and an Excel or CSV export, or tell PortaPro Support what question you need answered.
