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 — eight reports today — is on one page, grouped into financials, jobs and schedule, customers, forms and responses, and compliance.
   Financials

   Invoice summary

   Run

   Revenue by job

   Run

   Jobs and schedule

   Job close out

   Run

   Appointment recap

   Run
2. 2

   Find the one you need

   Search it, or narrow by what the report is built from — invoices, jobs, contacts, StoneForm, QuickBooks. Each row tells you its name and what it is for, and the search reads the data a report uses as well, so you can tell two similar-sounding reports apart before you run either.
   customerAll sources ▾

   Customers

   Customer directory

   Run

   QuickBooks contacts

   Run
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 contactsQuickBooks isn’t connectedConnect QuickBooks

   Form resultsStoneForm isn’t turned onTurn on StoneForm

   Revenue by jobRun
4. 4

   Choose the dates

   Half the reports cover a period. Press Run and a small window asks for it: a From and a To date, with shortcuts for this quarter, last quarter, the last 30 days and the year to date. The same window names the data the report uses. The range is read as whole calendar days, Eastern time — so a week is the week you actually worked, not a window that drifts by an hour twice a year.
   This quarterLast quarterLast 30 daysYear to date

   From01/01/2026

   To03/31/2026

   Covering Jan 1 – Mar 31, 2026.
5. 5

   Get the PDF

   Generate & download produces the document there and then, with your logo and business name at the top, 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 - 2026-01-01 to 2026-03-31.pdf
6. 6

   Know what revenue is not

   The revenue report shows what you invoiced, what was collected and what is still outstanding. 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

   Collected$186k

   Outstanding$28k

   Revenue, not profit — job costs aren’t tracked in FieldStone.
7. 7

   Everything you have run is kept

   Under the catalog is Your reports — the newest five, with a link to see the rest. 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. Click a title to rename it, so four runs of the same report are not four identical rows.
   Your reportsSee all 12

   Revenue by jobOct 1 – Dec 31, 2025

   Customer directory214 contacts

   Invoice summaryOct 1 – Dec 31, 2025
8. 8

   Run the same one again

   Once a report has run, its row in the catalog remembers. Run no longer asks for dates — it goes again over the same range as last time and downloads a fresh copy — and the small “ran 5 days ago” beside the name downloads the copy you already made. Monday morning becomes one click rather than remembering which dates you used.
   Financials

   Invoice summaryran 5 days ago

   Run

   Revenue by jobran yesterday

   Run