Client Reports tell you where your work comes from, who your best customers are, and who owes you money.

Read together, they answer whether your marketing is working, how dependent you are on a handful of customers, and whether the customers you win actually pay.

Available in the Web App. See Reports: Overview and Where to Find What for the shared controls.

See which marketing or referral channels bring in the most new customers.

A count of accounts created in the period, grouped by where they came from - Google, Angi, referral, TikTok, or whatever custom sources you've set up.

This is a volume report. It tells you which channels produce customers, not which produce good ones. On its own it can push you toward whichever channel is loudest rather than most profitable.

Never read it without Revenue by Lead Source alongside it.

See booked vs collected revenue by lead source.

The same channels, measured in money. Each row shows one lead source with:

The booked/collected split means you can see not just which channels sell, but which channels' customers pay. A source with strong booked and weak collected is winning work from people who don't settle up.

Click into any source to see the customers behind it - each with their booked, collected, average job size, and Lifetime Value: the sum of all their paid invoice totals, ever. Unpaid and draft invoices never count toward Lifetime Value.

Avg. Job Size is the underrated column. A channel with fewer customers at $8k a job beats one with four times the customers at $1k - total revenue hides that; job size doesn't.

Customers with no source recorded are surfaced on the same page - both grouped in the totals and listed individually, so you can see exactly which accounts need a source assigned.

If that group is large, the channel comparison above isn't yet trustworthy - much of your revenue isn't attributed to anything. Fixing it is a process problem, not a reporting one: whoever creates accounts needs to set the source.

Treat shrinking that list as the first step before making budget decisions from this group. The same applies to accounts missing a business unit or job type in the Financial group's revenue breakdowns.

Ranked by job total or lifetime value.

Your customers ranked by what they bring in. Per customer you get Jobs Completed, Avg Invoice Value, their Revenue, and the number that makes this more than a leaderboard: % of Total Revenue.

That percentage is a concentration measure. If one customer is 30% of your revenue, you don't have a customer - you have a dependency. It changes how you price their work, how you handle their complaints, and how urgently you need to grow the rest of the book. Most contractors know who their biggest customer is; few know what share they represent.

The two rankings answer different questions:

This is revenue, not profitability. Your largest customer can also be your most demanding - cross-check against Job Costing before treating them as your best.

Full list of customer account balances.

Per customer: what they've been invoiced, what they've paid, and the balance - invoiced minus collected. Where Invoice Aging works invoice by invoice, this works customer by customer, which is the right level when you're deciding who to call.

Open any customer for a running statement - every charge and payment in date order, with references and a running balance. That statement is what you send a customer who disputes what they owe: it ends the argument, because it's their whole history in one document.

Available over a lifetime view or a custom date range, and filterable by tag, service area, account manager, and lead source. Filtering by account manager turns one long list into a per-person follow-up list.

You can also reach a customer's balance from their account overview when you only need one.

These reports answer one connected question in sequence:

A channel that scores well on volume, revenue, job size, and payment behaviour is where your next marketing dollar goes.

Most of my accounts show no lead source.
Lead source isn't being set when accounts are created. The page lists the specific accounts missing one - work through it, and treat the reports as covering only the attributed portion until then.

A channel brings in lots of customers but little revenue.
That's a real finding, not an error. The channel is producing enquiries that don't convert into valuable work. Check its Avg. Job Size before renewing that spend.

A source's booked and collected are far apart.
Its customers accept work but pay slowly or not at all. Drill into the source and check those accounts against Time to Get Paid.

A customer's balance looks wrong.
Open their statement from the report - every charge and payment in order, with a running balance. Credits issued as credit memos reduce the balance and are easy to forget.

A customer I know is active isn't in Revenue by Lead Source.
Either they have no lead source set - check the unattributed list on the page - or they had no booked or collected activity in the period.

Top Customers changed order and nothing else did.
Check whether you're ranking by job total or lifetime value. The two produce different orders from the same data.

Have questions? Reach out via the support chat or email support@motionops.com.