---
title: What You Need to Know About Reports
description: Learn what Reports are in Ressio, where to find them, what actions you can take, and which reports are currently available. Understand access permissions and how reports will continue evolving.
---

[Skip to content](https://help.ressiosoftware.com/what-you-need-to-know-about-reports#main-content)

English

Show submenu for translations

[Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en)

![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://help.ressiosoftware.com/kb-tickets/new)
- [Go to ressiosoftware.com](https://www.ressiosoftware.com/)

[Go to ressiosoftware.com](https://www.ressiosoftware.com/)

 Hello. How can we help?

- There are no suggestions because the search field is empty.

1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en)
2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en)
3. [Reports](https://help.ressiosoftware.com/feature-guides?hsLang=en#reports)

# What You Need to Know About Reports

## Learn how to use Reports in Ressio, including where to find them, what insights they provide, and how to view or export report data. Admin access required.

#### **What are Reports?**

At a very high level, the reporting suite provides visibility into **financial health, vendor oversight, labor performance, project execution, schedule adherence, and system engagement** across your company. 

#### Navigating Reports and where to find them.

You can find reports under the **Company Overview** under the **Reports** tab. Once you are in the Reports tab, you will see a search bar and list of reports by name and description. 

![Screenshot 2026-02-24 at 2.39.40 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-02-24%20at%202.39.40%20PM.png?width=670&height=298&name=Screenshot%202026-02-24%20at%202.39.40%20PM.png)

#### What can you do?

For now, limited but ever evolving and changing. Depending on the report, you will be able to view, filer and export/download. Each report is different but all reports will have the option to download. 

![Screenshot 2026-02-24 at 2.43.36 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-02-24%20at%202.43.36%20PM.png?width=670&height=319&name=Screenshot%202026-02-24%20at%202.43.36%20PM.png)

⚠️ For best results, if you want to manipulate and add your own filters, download the report out of Ressio and then explore.

#### ![Screenshot 2026-02-15 at 10.43.32 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-02-15%20at%2010.43.32%20AM.png?width=178&height=139&name=Screenshot%202026-02-15%20at%2010.43.32%20AM.png) What reports are available?

⚠️ We’re continuing to expand and enhance the Reports page and appreciate your patience as we roll out additional reports. This area of Ressio is designed to evolve, with new reports being added over time based on customer needs.

If you have a specific report you’d like to see, please submit your request using [**THIS form**](https://share.hsforms.com/1rH_bs9RxQU2sFalow-nSWgpx1fg). Our team reviews every submission and uses your feedback to help guide future improvements.

#### Who has access?

Admin only

---

If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. We're here to help!

- [Getting started](https://help.ressiosoftware.com/getting-started?hsLang=en)
- [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en#main-content)

    - [Schedule](https://help.ressiosoftware.com/feature-guides?hsLang=en#schedule)
    - [Estimate](https://help.ressiosoftware.com/feature-guides?hsLang=en#estimate)
    - [Specs](https://help.ressiosoftware.com/feature-guides?hsLang=en#specs)
    - [Budget](https://help.ressiosoftware.com/feature-guides?hsLang=en#budget)
    - [Invoices](https://help.ressiosoftware.com/feature-guides?hsLang=en#invoices)
    - [Approvals](https://help.ressiosoftware.com/feature-guides?hsLang=en#approvals)
    - [Time Clock](https://help.ressiosoftware.com/feature-guides?hsLang=en#time-clock)
    - [Calendar](https://help.ressiosoftware.com/feature-guides?hsLang=en#calendar)
    - [Daily Log](https://help.ressiosoftware.com/feature-guides?hsLang=en#daily-log)
    - [Change Orders](https://help.ressiosoftware.com/feature-guides?hsLang=en#change-orders)
    - [Messaging & Notifications](https://help.ressiosoftware.com/feature-guides?hsLang=en#messaging-notifications)
    - [Client Portal](https://help.ressiosoftware.com/feature-guides?hsLang=en#client-portal)
    - [Settings](https://help.ressiosoftware.com/feature-guides?hsLang=en#settings)
    - [Projects](https://help.ressiosoftware.com/feature-guides?hsLang=en#projects)
    - [Selections](https://help.ressiosoftware.com/feature-guides?hsLang=en#selections)
    - [Prospect management](https://help.ressiosoftware.com/feature-guides?hsLang=en#prospect-management)
    - [Vendor Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#vendor-management)
    - [Cost Catalog](https://help.ressiosoftware.com/feature-guides?hsLang=en#cost-catalog)
    - [To-dos](https://help.ressiosoftware.com/feature-guides?hsLang=en#to-dos)
    - [Bid Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#bid-management)
    - [Plan hub](https://help.ressiosoftware.com/feature-guides?hsLang=en#plan-hub)
    - [General](https://help.ressiosoftware.com/feature-guides?hsLang=en#general)
    - [Proposals](https://help.ressiosoftware.com/feature-guides?hsLang=en#proposals)
    - [Files](https://help.ressiosoftware.com/feature-guides?hsLang=en#files)
    - [Ressio Payment Processing](https://help.ressiosoftware.com/feature-guides?hsLang=en#ressio-payment-processing)
    - [Financial Tools & Services](https://help.ressiosoftware.com/feature-guides?hsLang=en#financial-tools-services)
    - [Mason](https://help.ressiosoftware.com/feature-guides?hsLang=en#mason)
    - [Reports](https://help.ressiosoftware.com/feature-guides?hsLang=en#reports)
    - [Warranty](https://help.ressiosoftware.com/feature-guides?hsLang=en#warranty)
    - [Automations](https://help.ressiosoftware.com/feature-guides?hsLang=en#automations)
- [FAQs](https://help.ressiosoftware.com/faqs?hsLang=en#main-content)

    - [Vendors](https://help.ressiosoftware.com/faqs?hsLang=en#vendors)
    - [Estimate](https://help.ressiosoftware.com/faqs?hsLang=en#estimate)
    - [QuickBooks Online](https://help.ressiosoftware.com/faqs?hsLang=en#quickbooks-online)
    - [Customers](https://help.ressiosoftware.com/faqs?hsLang=en#customers)
    - [Files](https://help.ressiosoftware.com/faqs?hsLang=en#files)
    - [Invoices](https://help.ressiosoftware.com/faqs?hsLang=en#invoices)
    - [My account](https://help.ressiosoftware.com/faqs?hsLang=en#my-account)
    - [Insurance](https://help.ressiosoftware.com/faqs?hsLang=en#insurance)
    - [Time Clock](https://help.ressiosoftware.com/faqs?hsLang=en#time-clock)
    - [Selections](https://help.ressiosoftware.com/faqs?hsLang=en#selections)
    - [Templates](https://help.ressiosoftware.com/faqs?hsLang=en#templates)
    - [Mason AI](https://help.ressiosoftware.com/faqs?hsLang=en#mason-ai)
- [Troubleshooting](https://help.ressiosoftware.com/troubleshooting?hsLang=en)
- [Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#main-content)

    - [QuickBooks Online](https://help.ressiosoftware.com/integrations?hsLang=en#quickbooks-online)
    - [File Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#file-integrations)
    - [Sero](https://help.ressiosoftware.com/integrations?hsLang=en#sero)
    - [Adaptive](https://help.ressiosoftware.com/integrations?hsLang=en#adaptive)
    - [AI](https://help.ressiosoftware.com/integrations?hsLang=en#ai)
- [Account](https://help.ressiosoftware.com/account?hsLang=en)

[![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Logo%20Dock%20Icon-1.png?width=50&height=50&name=Logo%20Dock%20Icon-1.png)](http://ressiosoftware.com)

[www.ressiosoftware.com](http://www.ressiosoftware.com)

Copyright © 2026, Ressio Software