This article will provide you with a comprehensive guide to the Reports available to you within LMN for your convenience!

In this article:

CRM Reports

Estimating Reports

Jobs Reports

Scheduling Reports

Invoicing Reports

Payroll Reports

Fert / Chem Report

ADVANCED LMN REPORTING RECIPES

Customer & Communication Lists (Leads, Portal Users, SMS)

Man‑Hours Sold, Repeat Jobs, On‑Time Completion & More

Materials, Services, and Visit Counts

This report will enable you to review all Sales for your Estimates per division, sorted by Sold, Pending, or Lost statuses. You can view the total dollar amount for all Estimate statuses, Closed Estimates (i.e. lost and won) and the Estimate Close Rate for the time period selected.

To access this report:

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

This report will display all estimates assigned to Estimators in your company.

This is incredibly helpful if you want to view the total dollar amount for all Estimate statuses, Closed Estimates (i.e. lost and won) and the Estimate Close Rate for all Estimators.

To access this report:

This report will display all estimates assigned to all Salespersons in your company.

This report will enable you to review the total dollar amount for all Estimate statuses, Closed Estimates (i.e. lost and won) and the Estimate Close Rate for all Salespersons.

To access this report:

Referral Sources are used to track where your customers and leads are coming from. Common referral sources include Website, Magazine Ads, Google Ads.

As a contractor, you get leads from unique referral sources. These leads become Customers when you prepare and win the bids for their projects. Thus, this report will provide all sales details for all referral sources.

In this report, you will see the total amount of Sold and Lost Estimates and the Estimate Close Rate percentage.

To access this report:

The Division Sales Summary Report provides a summary of all Total Estimates per Division.

This is a convenient report when you need a quick rundown of the total dollar amount of all your estimates, including Estimates Pending, Won or Lost.

To access this report:

This report will provide a sales Summary of estimates assigned to Estimators in your company.

To access this report:

This report will provide a sales Summary of estimates assigned to Salespersons in your company.

To access this report:

This report will provide an overview of Sales per Referral Source. The summarized version includes pertinent information like total estimates, quantity of estimates, and Won and Closed estimates.

To access this report:

The Tag Analysis Report will enable you to review all Sales for your Estimates per CRM Tag, sorted by Pending, Lost and Won statuses.

To access this report:

The TODO Export report will enable you to review all Todos that were created in the Todos and Request Tab in CRM. All data including which employee the to-dos were assigned to, the due date for which the task must be completed and the actual date the task was completed and any Internal Notes are contained in this report.

To access the report:

The Communication History Export will generate a Spreadsheet List that contains the history of all communication between your company and your customer for any Time Period selected.

To access this report:

The Jobsites Export Report will generate a Master Excel Spreadsheet of all Jobsite Details recorded in LMN CRM.

To access this report:

The Contact export report will generate a Spreadsheet List of all your Customer Information(archived contacts included) in LMN. This includes a LMN Generated CRM and Contact ID number, customer addresses, phone numbers and classifications.

To access this report:

The Site Measurement Report will enable you to review and calculate total areas of jobsites/estimates.

To access this report:

To view a video tutorial about CRM Dashboards and Reports, click HERE

This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others. Using this report, you can look at Qty Estimated vs. Qty Won, Cost Estimated vs. Cost Won, and Revenue Estimated vs. Revenue Won.

You can use this report for a host of purposes, but primarily, it will help you:

To access this report::

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

Just got out of your busy estimating season and want to know how much mulch you’ve put on proposals so that you can place a bulk order from your wholesaler? Our brand-new Material Forecast Report is designed to help with exactly this situation:

Just sort and filter by columns so you can get the relevant data you need, to be more efficient with your materials!

This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others. This report can help you:

To access this report:

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

This new report will enable you to review pending/won/lost man hours, costs and revenue for each cost code. This report can help:

To access this report:

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

This new report will enable you all kinds of good information, by estimate, by cost code. Even better, it automatically exports to an Excel file so you can do all kinds of your own data manipulation like sorting, filtering and making your own totals and formulas.

The report shows detailed information for every cost code in your estimates. Each estimate cost codes shows its:

Once in Excel, you can filter your columns by Status (for example) to look at work that's won, or by division to look at just work for a particular division.

To access this report:

This report will automatically download or open (depending on your browser settings) in Microsoft Excel format

⚠️ Note: In order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.

In this report, you will be able to see the profitability summarized across all the estimates for a customer rather than for each individual estimate.

This will give you a 360-degree view of the customer and how profitable they are. We often see that the profit margin on base contracts is not as high, but a lot of value is added when selling enhancements or change orders to an existing contract to help to drive up the value and obtain a higher profit margin on the new work.

To access this report:

To view a video tutorial about Estimate Reports, click HERE

Job time report showing daily total hours, foreman/supervisor assigned, and ALL Task Notes organized by cost code
To access this report:

⚠️ Note that All Jobs and All Cost Codes cannot be used with a date range greater than 1 year

Highly customizable Job time report showing total hours by date, including crew notes, start time and end time
To access this report:

Shows all timesheet times and dates, including the crew's GPS location and distance from site for all timesheet events for a specific job. Also includes equipment and weather notes.
To access this report:

This report shows everything: total hours, crew notes and materials for jobs and tasks, all organized by date. You can use the 'search' feature to include only specific tasks or leave it blank to search for ALL tasks.
To access this report:

This report shows services and materials for timesheet tasks, as well as the invoices attached, and overall $ amounts for each, all organized by date
To access this report:

This report shows time recorded for timesheet tasks, as well as billable rates, and $ totals and the invoices attached, all organized by date.
To access this report:

Exports LMN job information (name, address, etc.) into an Excel spreadsheet.
To access this report:

Shows a summary of hours by task, and materials with quantities for each job.
To access this report:

This report shows the list of jobs in EXCEL format - assigned to each job group, and any that are not in any job groups
To access this report:

Shows an estimated vs. actual hours progress for jobs and their individual tasks.
To access this report:

Shows a summary of the visits/hours scheduled for each job, along with a summary of actual time logged. Can also include Crew Notes.
To access this report:

Shows the details of the Tasks and Materials for a Job or Job Group, including total Man Hours per Cost code.
To access this report:

An excel export of estimated vs actual hours progress for job tasks and total completed % so far.
To access this report:

This report shows equipment utilization from timesheet equipment notes, organized by equipment names/codes.
To access this report:

To view a video tutorial about Job Reports, click HERE

Schedule report showing scheduled work by job.
To access this report:

To view a video tuitorial about Schedule Dashboards & Reports, click HERE

This report will show billable hours, materials and total billing amounts organized by day.

Additionally, the Job Billing - Detailed report includes a range of options you can check off, making it customized to suit your needs.

To access this report:

⚠️ Note: You must choose a date range to produce Report for ALL JOBS

This report shows the Total Billable amounts for each Cost Code on a Job.

To access this report:

This report will provide a PDF report showing all monthly billing, service pricing, and hourly pricing. Utilizing this report will enable you to review Job Billing Setup per Job or Job Group.

To access this report:

This report will enable you to review a list of Jobs that have been assigned a specific material or service.

To access this report:

*There is the option to Show Jobs with Completed or Not Incomplete Material

This report will provide a list of completed services/materials by job, by date, including quantity and billable amount (if applicable).

To access this report:

This is a Detailed report of all services + materials recorded within a timeframe, exported in Excel format.

⚠️ This report can only be filtered by the Job Group

To access this report:

⚠️ Note you can only export one month of data at a time

This report allows you to export an Excel summary report of invoice data (excel).

To access this report:

This report allows you to export an Excel summary report of invoice data by cost code for a selected Time Period.

💡 You can opt to Include only Approved/Exported Invoices

To access this report:

This report is fantastic for reviewing Invoices assigned to different User types for a selected Time Period. Assignment Roles vary from Salesperson, Account Manager or Crew Lead.

To access this report:

Employee report, ordered by date showing every job start/end time, total hours and lunch deductions.”
To access this report:

Employee report showing total reg hours and OT hours for each date.
To access this report:

Employee report showing total hours spent at each job each day
To access this report:

This report is special in that the Date range can vary to include All instances of hours, or just hours within a specific range. ⚠️ Note: when reporting by Jobs, if you don’t see the job you're looking for in the list, check to see if it’s inactive!

Employee report showing all recorded late/absents
To access this report:

Foreman timesheet report showing the GPS location and distance from jobsite for all clock in/out events in a specified date range.
To access this report:

You can also choose to include Equipment and Weather Notes, this information will pull directly from what was on the Timesheet at the Time it was created.

Employee payroll report in spreadsheet format showing total payroll hours organized by job, task and pay type (Reg/OT) for payroll and jobcosting. Also Includes Task Notes.
To access this report:

Employee payroll report in spreadsheet format. Payroll report only - no job costing data. Shows total reg/OT hours worked each day for each employee
To access this report:

Crew report showing all work details for each day
To access this report:

Shows total employee hours for a time period grouped by each job/task worked
To access this report:

Audit report, showing timesheet in/out edits by foreman
To access this report:

Shows a summary of all hours recorded by a foreman in a specified date range
To access this report:

Organized by foreman name, this report shows all visits in a given time period including their on-time score, time edits, and GPS accuracy
To access this report:

Explanations of Key Terms in Foreman Daily Review Report

Employee payroll report in spreadsheet format showing total payroll hours organized by job, task and pay type (Reg/OT) for payroll and jobcosting.”
To access this report:

Exports a list of active and inactive LMN jobs along with their IDs in a Paychex table file format.”
To access this report:

Payroll Export for import into ADP.
To access this report:

If you’d like to see the name of the LMN Payroll code used alongside the time tracked, you would select “Breakdown Time by Payroll Code” to have that information populate.

Print this report on perforated paper (perforated at 1/3 mark) to generate printed leave-behinds for fert and chem applications.
To access this report:

“I want a list of customers we’ve completed jobs for in the last X years, with contact info.”

Use a two‑step approach:

“Which customers are using the LMN customer portal?”
Choose between 2 options:

Option 1: Use CRM dashboards and activity views

Option 2: Use CRM exports (if portal status is available in your account)

“Is there a report that shows who is signed up for SMS communication?”

There is typically no single pre‑built “SMS opt‑in report”.

“Get a list of leads / new estimates over a period.”

Goal: “How many man‑hours have we sold in our service contracts for a season/year?”

This is about sold hours, not hours worked from timesheets.

Tips:

If your account uses Analytics with a job/estimate hours sold metric:

If Analytics and Reports disagree, use the Analytics Data Missing or Not Matching guide to reconcile setup and filters first.

Goal: “What percentage of our visits/jobs were completed on time over a period?”

Today, LMN does not provide a single exportable report that joins scheduled date and actual completion date for every visit in Excel. That means you can’t build a perfect, seasonal on‑time completion % purely from LMN’s standard reports.

Here are the closest options:

Because of these limits, you can’t currently build a fully automated, season‑long on‑time completion % from LMN alone.

You can still help improve on‑time performance by:

Goal: “Which jobs/accounts repeated this year vs last year (e.g., annual mulch, recurring contracts)?”

There’s no single “repeat jobs” report; you combine Job History or Job List exports over two periods and compare.

For each year (or season) you want to compare:

In each file:

Now you have:

You can then:

Goal: “How much of a specific material (like black mulch) did we use last year?”

Use a combination of estimate and invoicing reports:

Note: Some of these reports are limited to short date windows (for example, a month or 90 days).
For a full year, you may need to run multiple exports and combine in Excel.

Goal: “See material totals per job or property.”

Goal: “How many visits did we make for a specific service or for mowing customers this season?”

If your jobs are not scheduled, this still works:

Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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