How to use StoneReport

What StoneReport is

StoneReport is a shelf of reports you can run against the data you already have in FieldStone. A job close-out for a customer. Revenue by job for your accountant. A subcontractor compliance summary for a general contractor who has asked for one.

You pick a report, pick a date range, and get a PDF with your branding on it. There is nothing to design and nothing to configure — the work is choosing the right report, which is why the catalog is the whole front page.

Step by step

1. 1

   Open the catalog

   Open StoneReport. Everything you can run is on one page, grouped into money, jobs and schedule, customers, and compliance.
   Financials

   Revenue by jobUses jobs, invoices

   Invoice summaryUses invoices

   Jobs and schedule

   Job close outUses one job

   Appointment recapUses appointments
2. 2

   Find the one you need

   Search it, or narrow by what the report is built from — invoices, jobs, contacts, form answers. Each row tells you its name, what it is for, and what data it uses, so you can tell two similar-sounding reports apart before you run either.
   customerContacts ▾

   Customer directoryUses contacts, companies

   Subcontractor complianceUses subcontractors
3. 3

   Some need something turned on first

   A report that reads QuickBooks needs QuickBooks connected; one that reads your forms needs StoneForm on. Those stay on the list rather than hiding, with the thing they are waiting for named and a button to go and do it.
   QuickBooks contactsConnect

   Form resultsTurn on

   Revenue by jobReady
4. 4

   Choose the dates

   Most reports cover a period. Pick it, and the range is read as calendar days in your own time zone — so a week is the week you actually worked, not a window that drifts by an hour twice a year.
   1 Jan – 31 Mar 2026

   This monthLast quarterYear to date
5. 5

   Get the PDF

   Running it produces the document there and then and downloads it. There is no queue to watch and no link to send — you have the file, and what you do with it is yours.
   revenue-by-job-q1-2026.pdf
6. 6

   Know what revenue is not

   The revenue report shows what you invoiced and what came in. It is not profit, and it cannot be — FieldStone does not hold what your jobs cost you, so there is no margin to compute. The report says so on its own face rather than letting a number be read as something it is not.
   Invoiced$214k

   Paid$186k

   This is revenue, not profit. FieldStone does not hold your job costs, so margin is not shown.
7. 7

   Everything you have run is kept

   Under the catalog is your history. Each entry holds the figures as they were the day you ran it, so re-downloading last quarter's report gives you last quarter's report — not the same query re-run against data that has moved since.
   Your reports

   Revenue by jobQ4 2025

   Customer directory12 Jan

   Job close out4 Jan
8. 8

   Run the same one again

   Your last few reports sit at the top with a Run again button that reuses the same range and downloads a fresh copy. Monday morning becomes one click rather than remembering which dates you used.
   Recently run

   Revenue by jobRun again

   Invoice summaryRun again