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Getting Started
What is TIDY?
Getting Started: Rental Properties
Getting Started: Employer Benefits
Getting Started: Residential Homes
Getting Started: Offices
Dashboard
Concierge Tasks
TIDY AI
Acceptance Probability
Teams & Users
Users
Teams
Properties/Addresses
Access Instructions
Jobs
Add or Request a Job
View, Edit, or Cancel Jobs
Setting Backup Times
Job Links
Job Reviews or Feedback
Resolving Pro Cancellations
Account Settings
Messages
Notifications
Plans
Access Control / Smartlocks
My Pros
Booking Different Type Of Services With Your Pros
Private Cleaning Payment
Defining your Job Request Strategy
To-Do Lists
Creating To-Do Lists
To-Dos
Video Introductions
To-Do List Links
Do-Nots
Remote Inspections
Custom Fields
Default Lists
Laundry or Linens
Supply Preferences
Integrations
Automatic Booking
Billing, Pricing, & Payments
Billing History
Sending Payments
Bills & Payment Methods
Team Billing
View & Edit Prices
Viewing Billing History
Tips
Refunds
Rebate Program
Tax Reporting for Payments to Pros
Compliance, Ratings, Safety, Insurance, & Protection
Insurance or Custom Requirements
Certifications & Ratings
Satisfaction Guarantee, Disputes, & Protection
Damage Claims
Safety Isses
Property Maps
Maintenance
Inventory Tracking
Inspections
Smart Thermostats
Issue Tracking
Automatic Translation
Other Questions
TIDY Concierge
Reports
Accounting
Developers
API Introduction
Authentication
Changelog
Errors
API Reference
Webhooks
Best Practices
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Reports

With TIDY, you can generate a variety of reports for any reason you like. Please note that if you have any reports that you want help building, please contact your account manager.

If you are using TIDY on a web browser, you can access the "Reports" section in the side menu.

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In the mobile app, you can access it in the "More" menu.

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Viewing Reports

Thinking about practical analysis, TIDY will generate some reports by default. Each report contains a customizable table with information organized by columns. TIDY will add all the essential data to your reports, including job prices.

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All reports will be displayed on the main page. To view a specific report category, select any of the options available on the side menu.

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In mobile app, use the dropdown filter to list the desired reports.

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You can also filter reports by time period.

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Adding a Report

As a user, you are not limited to TIDY default reports. You can create and customize a report to better fit your needs.

To create a report, click the "+ Add Report" option, then select the report type you wish to create and edit all the desired information.

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Editing a report

You can edit a report at any time. You can add columns, prioritize each order and add filters for each report.

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TABLE OF CONTENTS
Viewing Reports
Adding a Report
Editing a report
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