
Business Consulting Made Easy with Wink Reports
As a business consulting or consultant serving the trade industries, you know the value of delivering actionable insights to your clients. Wink Reports is your secret weapon—a powerful business reporting software designed to transform raw data into clear, impactful business intelligence reports. Whether your clients are in plumbing, HVAC, electrical, landscaping, or warehousing, Wink Reports gives you the tools to provide measurable results and drive meaningful change.
No credit card required. -Day trial.
400+ Companies have already simplified their reporting with Wink





Spend less time building reports and more time growing your business
Unlock Insights with Fast, Accurate Reporting
With Wink Reports, you can connect your clients’ business data to a centralized reporting workspace. Save time, automate tedious processes, and focus on what matters most: helping your clients achieve their goals.

Key Features for Business Consultants:
- Custom Business Reports: Tailor reports to meet your clients’ unique needs using our flexible drag-and-drop builder.
- Automated Business Reporting: Schedule recurring reports and eliminate manual updates.
- Dashboard Reporting Software: Create live dashboards that track key metrics in real time.
- Data Analytics for Business: Analyze trends and pinpoint opportunities with advanced formulas, pivot tables, and conditional formatting.

Popular Trade Services We Support:
- Plumbing
- HVAC
- Electrical
- Landscaping
- Warehousing
No matter the industry, Wink Reports integrates seamlessly with the software your clients already use, delivering insights that make a difference.
Seamless Integration with Your Clients’ Tools
Wink Reports connects with popular trade industry platforms, streamlining your workflow and enhancing client collaboration. Our ready-to-use integrations include Xero, ServiceM8, simPRO, Airtable, MYOB, and more. Simply log in or use an API key to start generating insights instantly.
Benefits of Our Trade Integrations:
- Unlimited reports and dashboards
- Easy export to Excel, PDF, and CSV
- Scheduled email reports for timely updates

No credit card required. -Day trial.
Molokini Consulting saved hours preparing for client sessions and gained better access to more data, faster.
Build Custom Business Reports in Minutes
Say goodbye to outdated spreadsheets and manual data entry. With Wink’s intuitive tools, you can create dynamic, shareable reports that automatically update with live data. From profitability tracking to operational efficiency, our reporting software helps you present data that resonates.
Highlights of Our Report Builder for Trades:
- Spreadsheet-style interface with advanced formulas
- Data grouping for SUMS, AVERAGES, and more
- Conditional formatting to highlight trends
- Pivot tables for deeper insights by product, service, or category

Automate Repetitive Tasks
Let Wink Reports handle the busy work so you can focus on strategic planning. With advanced automation capabilities, you can:
- Email fulfillment updates as orders come in
- Generate serial number stickers automatically
- Schedule follow-up tasks or jobs
- Send notifications across platforms like SMS, email, and Slack

Advanced Reporting Made Easy
Turn complex data into actionable insights. Our dashboard reporting software provides a clear view of key metrics, helping you deliver results faster and more effectively. From profitability analysis to trend identification, Wink Reports gives you the edge you need to impress your clients.

Why Business Coaches Love Wink Reports:
- Time-Saving: Reduce preparation time for client sessions by up to 75%.
- More Data, Better Insights: Access live, comprehensive data feeds.
- Enhanced Collaboration: Share reports effortlessly via URL links, email, or SMS.

No credit card required. -Day trial.
How business coaches use Wink Reports
Use Wink to get the client reports you really need and want.
Success Stories from Business Coaches
400+ customers love our fast, easy and accurate reporting
Saved a full day’s work
Wink reports have saved me a day's work a month by preparing the specific reporting I needed for a client. This is just the beginning as I am sure there is a lot more we can do together. Highly recommended.

Kim Deere
Trekim Business Accounting
ServiceM8 + Xero combined
One of the best packages to extract data from ServiceM8 and Xero for a seamless supply of data in an easy to read display. I can't recommend highly enough.

Craig Morris
Top to Bottom Plumbing
More data, better reports
Wink Reports links almost any data feed, the dashboards are professional, and it’s user-friendly. I used to spend 90 mins before each session sifting through reports to find the insights my clients needed. Now I spend 15 mins and have access to more data, faster. Highly recommended!

Paul Steer
Molokini Consulting
Popular connectors for business coaches

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Frequently asked questions
Can I try Wink for free?
Yes, you can! We offer a 30-day free trial. There’s no obligation and no credit card required. You’ll be able to connect your data sources and test drive Wink for real, not with demo data. If you decide to keep your account, you can subscribe monthly or yearly with no lock-in.
How much does Wink Reports cost?
Visit our pricing page for detailed plans and options.
Can you help me make a report?
There are a few different ways you can get in touch with our support team. Find help via in-app requests, email support@winkreports.com, or check out our YouTube tutorials and knowledge base. The in-app support request is a quick and easy way to ask a question or report an issue, and our team will get back to you ASAP with a helpful response.
Is my data secure?
The General Data Protection Regulation (GDPR) is the most significant change to data privacy regulation in recent history, and introduced regulatory responsibilities to both Wink Reports and its users around the handling of personal information.
Wink Reports is committed to the security and privacy of your personal information and account data, and enables you to meet your own GDPR obligations in respect to handling the personal information of your own clients.
Does Wink replace my current reporting tools?
It's true that most of our users already have reporting tools in place, but for us at Wink Reports, turning data into intelligence is our obsession.
This means that we offer superior features and functionality that may make Wink your primary reporting tool in time - this is not a criticism of the reporting capabilities of your business software, just a reflection of our goal to provide you with the most flexible, customizable, easy-to-use reporting tools in the universe.
How long does it take to set up?
Our integrations are all ready to use, but please be aware that once your software is connected, we need to import your historical data for features like tracking trends and setting targets based on past performance.
If you’ve been operating for years, this first import will take some time, but it only happens once and we don’t charge for it. You can log out while that is underway (we’ll let you know when it’s done).
If you decide not to use Wink after your trial, you can delete everything with the click of a button.
Do you have case studies I can see of tradies using Wink?
Yes, explore our case studies to see how Wink has helped trade professionals thrive.

Simplified Reporting in Three Steps
- Connect: Link your clients’ business tools to Wink Reports.
- Create: Build custom dashboards and reports tailored to their needs.
- Gain Insights: Deliver data-driven strategies that drive results.
Start your free trial today and discover why 400+ companies trust Wink Reports for their business reporting needs.
No credit card required. -Day trial.