This guide is based on a browser-recorded walkthrough in the rebuilt DrillerDB console. When a step can send, submit, export, or change account access, the guide calls out the review boundary.
Reports & Analytics is the office review area for month-to-date KPIs, monthly summaries, daily logs, field reports, operational export cards, and analytics tabs for revenue, project pipeline, drillers, invoice aging, and month-over-month trends. This guide is read-only and stops before generating reports, downloading CSV/PDF files, sending monthly reports, or exporting operational data.
Quick Start
- Open Reports and review this month's KPI tiles, report sections, operational exports, and the Company totals strip.
- Open Analytics to compare revenue, pipeline, drillers, invoice aging, and month-over-month tabs.
- Use date filters and refresh before exporting or sharing a report.
- Open Monthly Reports to review generated summaries and admin generator controls.
- Open Daily Logs or Field Reports for cross-project operating records, then stop before downloading CSV/PDF files unless the office has approved the export.
Step-by-Step: Reports & Analytics
Open the reports hub
Open Reports to review this month's proposals, revenue invoiced, invoices sent, and field reports, the latest monthly report, the report-section cards, the operational export cards, and the Company totals strip.
Operational export cards create downloadable files. Review filters first and only download when the office is ready to handle the report file.
Review analytics tabs
Open Analytics to review revenue, pipeline, drillers, invoice aging, and month-over-month tabs with the shared date-range filter and refresh status. Export CSV is at the top of Analytics (under More on a narrower screen).
Inspect pipeline and aging views
Switch analytics tabs when the office needs to compare project pipeline, driller performance, overdue invoices, or month-over-month trends before exporting anything.
Review monthly report history
Open Monthly Reports to review generated summaries and the Generate & send a report section (admins only). Generate & Send emails the report right away to every admin and office user, so the guide stops before clicking it.
Check field and daily report lists
Use Daily Logs and Field Reports to review cross-project operating records with date filters. The CSV button in the page header downloads the rows in the current range (on Field Reports it appears only when the range has rows), so only use it after the date range is confirmed.
Export and send boundary
This guide records report review surfaces only. It does not download CSV/PDF files, generate monthly report rows, send monthly report email, refresh operational export files, or change source records.
Use Export CSV, report download buttons, and Generate & Send only after the date range, filters, recipients, and downstream use are approved by the office.