How to Build a Custom Report in Jobber (And When to Skip the Builder)
Jobber ships 20+ built-in reports with column toggles, filters, and CSV export. There is no free-form custom report builder. Here is how to configure the reports Jobber gives you, when to schedule them, and when to skip the report tool entirely.
Key takeaways
- Jobber has 20+ built-in reports across financial, work, and client categories, but no free-form custom report builder
- You configure each report by selecting columns, applying filters, and exporting to CSV, which is the entire customization surface
- The Report Scheduler app from the Jobber App Marketplace can email any report to you on a recurring schedule
Contents
- 01Where Reports Live and Who Can See Them
- 02Pick the Right Built-In Report First
- 03Configure the Columns You Actually Need
- 04Apply Filters Before You Export
- 05Export to CSV and Open It in Sheets
- 06Schedule Reports With the Report Scheduler App
- 07Where the Built-In Reports Run Out of Road
- 08When to Skip the Report Builder Entirely
- 09Two Real Workarounds From Owners Above $3M
- 10Sources
- 11Frequently Asked Questions
Jobber's Insights area lists 20+ standard reports per the Reports Basics help article. The list spans financials (Profit and Loss, Sales Tax, Aging, Jobber Payments), work (Quotes, Jobs, Visits, Recurring Jobs, Job Forms, Time Sheets), and clients (Clients, Lead Source, Client Communications).
Every one of these is a pre-built report with editable columns and filters. None of them is a fully custom builder where you pick fields from a schema and build a report from scratch. If you have used Looker, Tableau, or even ServiceTitan's Report Builder, the contrast is sharp.
This walks the actual workflow for getting useful reports out of Jobber, when to use the built-in tooling, and when the answer you need lives outside what any Jobber report can build.
Where Reports Live and Who Can See Them
Sign in to jobber.com in a browser (the mobile app does not show the full reports interface). Click Insights in the side nav, then Reports. You see the full list grouped by category.
Per the Reports Basics article, you need to be an admin user or have the Reports permission enabled to see this section. If you do not see Insights in the nav, ask your account owner to flip the permission in Settings > Manage Team.
Pick the Right Built-In Report First
The fastest mistake is opening the wrong report and trying to bend it. Jobber has a report for almost every common question.
Quotes Report. Every quote with status, sent date, total, salesperson. Filter for unsigned quotes by status = Awaiting Response.
Jobs Report. Every job with start date, end date, total billed, total cost, profit. The closest thing Jobber has to a job-profitability view.
Clients Report. Every client with lead source, UTM data, quotes sent, jobs booked, total revenue. The lead-source ROI starting point.
Lead Source Report. Aggregates revenue and quote counts by lead source. The "is Google Ads paying off?" view.
Invoice Aging Report. Outstanding invoices grouped by days overdue (0-30, 31-60, 61-90, 90+).
Employee Sales Report. Revenue per team member.
Time Sheets Report. Hours per team member per job.
We covered the full list of Jobber reports every home service business should run in a separate post with the recommended filter setup for each.
Configure the Columns You Actually Need
Open any report. Top right, click Columns. A panel slides out with checkboxes for every available field.
Default column sets are usually a mediocre starting point. Owners report their two most useful additions are Lead Source (on the Quotes Report and Jobs Report) and Salesperson (on the Quotes Report). Both are off by default.
Hide what you do not need. A report with 18 visible columns is unreadable. Most useful reports have 6-9.
The columns you toggle on persist for your user account. They do not change for other admins.
Apply Filters Before You Export
Filter row sits above the table. Click any field with the filter icon and pick from a dropdown.
Common filter setups:
Quotes Report, "all unsigned this quarter":
- Status: Awaiting Response, Changes Requested
- Sent date: This Quarter
- Sort: Total descending
Jobs Report, "completed but not invoiced":
- Status: Completed
- Invoiced: No
- Sort: End date ascending
Clients Report, "active customers from referrals":
- Status: Active
- Lead Source: Referral
- Tags: contains "VIP"
Lead Source Report, "what produced revenue this month":
- Date range: Last 30 days
- Sort: Revenue descending
Text Clint: "list every quote sent in March that's still unsigned"
Export to CSV and Open It in Sheets
Click Email CSV at the top of any report. Pick All columns or Selected columns only. Jobber emails the CSV to whatever address you signed in with.
The CSV usually arrives within 60 seconds for small reports and up to 10 minutes for very large date ranges. If it does not arrive, check spam. Jobber sends from notification@msg.getjobber.com.
Per the Reports Basics article, three reports cannot be exported because they are not in CSV format: the Taxation Report, the Waypoints Report, and the Job Follow-ups Report.
Schedule Reports With the Report Scheduler App
The single biggest improvement to your reporting cadence is automating the export.
Go to the App Marketplace in Jobber. Search Report Scheduler. Per the Report Scheduler help article, you can pick any report, set a schedule (daily, weekly, monthly), and Jobber emails the CSV to your inbox automatically.
Three reports worth scheduling:
- Quotes Report (Awaiting Response, sent 14+ days ago) to your sales lead every Monday at 7 AM.
- Invoice Aging Report to your bookkeeper every Friday at 5 PM.
- Lead Source Report (last 30 days) to the owner every first of the month.
This is not a custom report builder. It is what fixes 80% of the "I never look at my reports" problem.
Where the Built-In Reports Run Out of Road
Jobber's reports answer specific, single-table questions well. They fall apart on three patterns.
Cross-table joins
The Quotes Report does not show invoice status. The Jobs Report does not show the original quote it came from. The Clients Report does not show which campaign emails the client opened.
Want "every quote that became a job that was completed but not yet invoiced from clients tagged VIP"? Jobber has no report that joins quotes, jobs, invoices, and tags together.
Custom calculations
You cannot add a calculated column. No "profit margin" column. No "days from quote sent to job booked" column. No "revenue per labor hour" column. Whatever Jobber decided to ship is what you get.
A roofing owner posted on r/sweatystartup in 2024: "I want close-rate by salesperson by service category for the last 90 days. There's no Jobber report that gives that. I export three different reports, manually join them in Excel, and rebuild it every quarter. It takes 3 hours."
That is the workaround pattern almost every shop above $2M settles on.
Anything that lives outside Jobber
Quote close rate factors in your CSR's response time. Response time depends on Gmail. Jobber cannot see Gmail.
Lead source ROI factors in ad spend. Ad spend lives in Google Ads, Meta, and LSA. Jobber cannot see those.
Customer satisfaction factors in review-platform data and call-recording sentiment. Jobber cannot see either.
The reports stop at the edge of your Jobber data. Your business does not.
Text Clint: "show me quote close rate by salesperson this quarter and last quarter"
When to Skip the Report Builder Entirely
If the question you are trying to answer involves any of the following, do not start with Jobber's reports.
- Cross-source data (Jobber + Gmail + ad spend + calendar)
- A calculated metric not pre-built in Jobber
- A live answer you need in 30 seconds while you are in the truck
- Something you would otherwise do as a pivot table in Sheets
For all of those, the cheaper move is to text Clint and let it pull the data across systems.
Text Clint: "what's our quote-to-job conversion rate this month vs last month, segmented by lead source?"
Text Clint: "list jobs over $10k completed in the last 60 days that have not been invoiced"
Text Clint: "which technicians had the highest revenue per hour this week"
The questions Clint answers in 10 seconds are the same questions that would take 45 minutes of Jobber CSV exports plus a Sheets pivot. We laid out the questions no dashboard will answer that this pattern handles in detail.
Two Real Workarounds From Owners Above $3M
The shops that have grown past Jobber's reporting tend to settle on one of two paths.
Path 1: Export to Sheets and live in spreadsheets
A pest control owner on r/sweatystartup wrote in 2024: "We connected Jobber to Google Sheets via Zapier. Three sheets pull every Monday morning. I built one master pivot in Sheets that shows revenue by tech, close rate by source, and aging by client. Took me a weekend. I look at it every Monday before standup."
We have a guide for the Zapier Jobber reporting recipes that work and for connecting Jobber to Google Sheets the right way. This works if one person owns the spreadsheet and updates it when Jobber's schema shifts.
Path 2: Add Clint as the cross-system layer
The same questions you would build in a spreadsheet, you can text Clint. Clint reads Jobber, Gmail, Google Calendar, and CallRail at the same time, so the answer is one message instead of one weekly Sheets pull.
The owner of a 14-tech HVAC shop we work with told us: "I stopped exporting reports six months ago. I just text Clint at 6 AM. It tells me what's overdue, who didn't follow up, what closed yesterday. The Jobber reports were the right answer when I had three techs. They don't scale to fourteen."
Sources
Frequently Asked Questions
6 questions home service owners actually ask about this.
01Does Jobber have a custom report builder?
No. Jobber ships 20+ pre-built reports with editable columns and filters. There is no free-form report builder where you pick fields from a schema and assemble a custom report.
02How many reports does Jobber have?
About 20-25 standard reports across financials, work, and clients. The exact list varies by plan.
03Can I add a calculated column to a Jobber report?
No. Calculated columns (profit margin, days-to-close, revenue per hour) are not supported. You export to CSV and compute them in Sheets or Excel.
04Can I schedule a report to email automatically?
Yes. Install the Report Scheduler app from the Jobber App Marketplace. Pick a report, pick a frequency, and the CSV emails to you.
05What reports cannot be exported to CSV?
The Taxation Report, the Waypoints Report, and the Job Follow-ups Report. All other reports support CSV export.
06Can I see data across multiple Jobber accounts in one report?
No. Each Jobber account is its own data silo. Multi-location franchises run separate Jobber accounts and combine the exports manually.
See Clint in action
Clint is the pre-built AI for home service shops. Connect your CRM, email, and phone system in minutes and the agents run on your real data.