📊 ArborNote Reporting Guide (Desktop)

The Reports tab provides operational, sales, financial, and project-level insights across your ArborNote system.

Reports are grouped into three main categories:

• 🌳 Project Map Reports (Project-Specific)

• 💼 Sales Proposal Reports (Company-Wide Sales & Revenue)

• 🛠 Work Order Reports (Operations & Production)

🌳 PROJECT MAP REPORTS

(Project-Specific Reports — Require Project Selection)

These reports analyze tree inventory and work history within a single project.

⚠️ You must select a project before generating these reports.

💼 SALES PROPOSAL REPORTS

(Company-Wide Sales & Revenue Reporting)

These reports provide insight into proposals, sales performance, and revenue tracking.

🛠 WORK ORDER REPORTS

(Operational & Production Reporting)

Go to Project, Sales and Work Order tabs for more information.