Simpro Reporting: The Complete Guide to Getting More From Your Simpro Data

If your business runs on Simpro, you're already sitting on a goldmine of data — every job, quote, timesheet, purchase order and invoice is captured. The challenge isn't collecting the data; it's turning it into reporting that actually helps you run the business. This guide walks through what good Simpro reporting looks like and how to get there.

What is Simpro reporting?

Simpro reporting is the practice of turning the operational data inside Simpro into reports and KPIs that inform decisions. That ranges from the standard reports built into Simpro through to fully automated dashboards built in tools like Microsoft Power BI. The goal is always the same: answer the questions that matter — are we profitable, are we busy, are we getting paid — without spending hours in spreadsheets.

What the built-in Simpro reports do well

Simpro ships with a solid set of standard reports covering jobs, quotes, invoicing, timesheets and purchasing. For day-to-day operational checks, they're genuinely useful and require no extra tools. If you only need to glance at a list of open jobs or this month's invoiced revenue, the native reports do the job.

Where Simpro reporting starts to hurt

Most growing businesses hit the same friction points:

• Manual exports. Pulling reports into Excel every week is slow, and the figures are stale the moment you export them.
• Data silos. Your complete picture is spread across Simpro, your accounting system and your CRM. Native reports can't easily blend them.
• Limited customisation. The exact margin or utilisation view you need often isn't available out of the box.
• Trust gaps. When two reports disagree, people stop believing the numbers and fall back on gut feel.

The modern approach: automated Simpro reporting

The fix is to add a dedicated reporting layer on top of Simpro. In practice that means extracting your Simpro data, modelling it cleanly, and presenting it in an automated tool. We almost always use Power BI because it's affordable, powerful and familiar to most Australian businesses. The result is reporting that refreshes on a schedule, blends Simpro with your other systems, and shows the same trusted numbers to everyone.

If you want the technical detail, we've written a step-by-step on how to connect Simpro to Power BI.

The reports that move the needle

Not every report is worth building. In our experience, these deliver the most value first:

• Job and project profitability — budget vs actual and true margin by job, customer and technician.
• Work in progress (WIP) — what's been done but not yet billed.
• Technician utilisation — billable hours against capacity.
• Cashflow and aged receivables — who owes you and for how long.
• Quote pipeline — win rates and the value of work you're chasing.

For a deeper list, see the top 10 Simpro KPIs every field-service business should track.

From reports to dashboards

Once your reporting is solid, the natural next step is a dashboard — a single screen that surfaces those KPIs in real time for leadership and operations. That's a topic in itself; read building a Simpro dashboard in Power BI for what good looks like.

Getting started

You don't need to boil the ocean. Start with the one or two reports that cause the most pain today — usually job profitability and cashflow — and build out from there. If you'd like a hand, our Simpro reporting service takes you from messy exports to automated, trusted reporting, and our Simpro dashboard service puts it all on one screen.