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LMN job aid

Reports Section in LMN

The Reports section in LMN gives you complete visibility into your business operations. From sales and estimating to job performance, billing, payroll, and compliance, these reports help you make informed, data-driven decisions. Regularly reviewing reports ensures that your team stays on track, resources are used efficiently, and your business goals are met.

Accessing Reports in LMN

Log into your LMN account using your credentials, and once you’re in, access the Reports section from the dashboard to view all available reporting categories.

Reports Section 1

CRM Reports

The CRM section contains reports on leads, contacts, and opportunities. These reports help track sales activity, monitor your pipeline, and understand how opportunities are progressing. With CRM reports, you can spot trends, improve follow-ups, and gain a clear view of your sales efforts.

Reports Section 2

Estimates Reports

In the Estimates section, you can review estimate details, pricing breakdowns, and projected margins. These reports allow you to evaluate how proposals are structured and ensure pricing aligns with your profitability goals. Regularly checking estimate reports helps refine proposals and maintain healthy margins.

Reports Section 3

Jobs Reports

The Jobs section provides job costing reports, showing estimated vs. actual costs for labor, materials, and other expenses. These reports help identify overages, understand job performance, and improve future estimates. Monitoring Jobs reports ensures projects stay on budget and operational efficiency improves over time.

Reports Section 4

Scheduling Reports

The Scheduling section displays upcoming work, crew allocations, and production timelines. These reports make sure work is properly planned, crews are efficiently assigned, and deadlines are met. Scheduling reports help prevent delays and ensure resources are used effectively.

Reports Section 5

Invoicing Reports

In the Invoicing section, you can track billed vs. outstanding amounts and monitor overall revenue flow. These reports help maintain cash flow, ensure accurate billing, and prevent missed revenue opportunities.

Reports Section 6

Payroll Reports

The Payroll section contains reports on employee wages and labor costs. These reports allow you to confirm hours worked, align payroll with job budgets, and manage labor planning. Reviewing Payroll reports helps control labor expenses and ensures fair compensation.

Reports Section 7

Fert/Chem Reports

The Fert/Chem section tracks fertilization and chemical applications. Reports show product usage, application history, and help maintain compliance documentation. Properly monitoring Fert/Chem reports ensures safe, efficient, and compliant operations.

Reports Section 8

Why Reports Matter in LMN

Regularly reviewing reports in LMN provides complete visibility across sales, estimating, operations, billing, payroll, and compliance. These insights allow you to make informed decisions, optimize resources, improve job performance, and maintain accurate records.

Using LMN reports consistently ensures your business runs efficiently, profitably, and with full operational clarity.

Download a PDF version of the job aid here