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Reports & Growth

Run reports and export data to CSV

WaterMark can hand you a spreadsheet of nearly anything: customers, invoices, payments, jobs, equipment, water tests, A/R aging, and profit by route. Open Report studio to preview, pin, or schedule a trusted dataset, or grab a raw CSV to open in Excel or send to your accountant.

Where: Manage (top bar) -> Insights -> Report studio; CSV buttons also live in the Manage hub and the Money tab

  1. Click Manage in the top bar (or Account -> Manage company) to open the Manage hub.
  2. Under Insights, click Report studio to open the full report builder.
  3. Start from a trusted template such as A/R aging, route profitability, chemical cost, retention, or membership MRR.
  4. Choose the bounded fields and window, then click Preview before you save anything.
  5. Pin a useful report to Today or schedule it for email only after the preview matches your question.
  6. For other data, use the CSV buttons in the Manage hub (Customers, Invoices, AR aging) or the CSV button on the Money tab's Profit by Route panel.
Good to know
  • The AR (accounts receivable) CSV is the aging report your accountant usually wants for collections.
  • If a report says it couldn't load, it will show a Retry button instead of a misleading $0 -- WaterMark never shows fake zeros for data that simply didn't load.