Financial & Administrative Operations

See Your Entire Business at a Glance

Customizable dashboards with the KPIs that matter to you. Financial performance, operational efficiency, safety compliance — all in one view.

The Reporting Problem

Most contractors struggle with fragmented data across multiple systems, making it impossible to get a clear picture of business performance.

  • Data scattered across systems
  • No real-time visibility
  • Manual report building takes hours
  • Can't see business health at a glance

How Appello Solves It

  • Customizable dashboards
  • Real-time data updates
  • Pre-built report templates
  • Export to PDF, CSV, or BI tools

Powerful Reporting Features

Everything you need to understand your business performance

Customizable Dashboards

Build dashboards with the metrics that matter to you. Drag-and-drop widgets, customize layouts, save multiple views.

  • Drag-and-drop widgets
  • Multiple dashboard views
  • Role-based access
  • Custom layouts

Financial Reports

Revenue, costs, margins by job, project, period. The financial visibility you need to make smart decisions.

  • Job profitability
  • Cost code analysis
  • Revenue tracking
  • Margin analysis

Operational Reports

Safety form completion, timesheet submission, equipment utilization — operational metrics at your fingertips.

  • Safety compliance
  • Timesheet metrics
  • Equipment utilization
  • Scheduling efficiency

Certification Reports

Workforce certification status, expiring certs, compliance gaps — stay ahead of requirements.

  • Certification status
  • Expiration tracking
  • Compliance percentage
  • Gap analysis

Export & Integration

Export reports to PDF, CSV, or connect to your BI tools. Get data where you need it.

  • PDF export
  • CSV export
  • Scheduled reports
  • BI tool integration
Coming Soon

AI-Powered Analytics

Risk assessment, trend analysis, and predictive insights powered by AI.

  • Risk scoring
  • Trend analysis
  • Predictive insights
  • Anomaly detection

Traditional ERP-Style Reporting

Appello provides the reporting depth you expect from enterprise systems, with the usability of modern software. No steep learning curve — just the insights you need.

Real-time

Data updates

Unlimited

Custom dashboards

50+

Report templates

1-Click

Export to PDF/CSV

Job Profitability+12.4%
Safety Compliance98%
Equipment Utilization67%

Data from Every Module

Reports pull data from every Appello module — timesheets, jobs, safety, equipment. One source of truth.

All modules connected — Financial data, operational metrics, compliance tracking, and more flow into your dashboards automatically.

Ready to See Your Data?

Discover how Appello's reporting and dashboards can give you complete visibility into your business.