Reports
Generate, customise, export and print all the reports required for your business by accessing the Reports tab from your User Menu Panel as shown below. Click into a report to define your filters, export to .csv, print, or save as a custom report.
In this article:
- Conditional Status Filters
- Effort Report
- Invoice Report
- Job Report
- Job Cost Report
- Lead Report
- Payroll Report
- Purchasing Report
- Stock Report
- Custom Reports
Conditional Status Filters
Conditional status filters can be used across most reports, and are intended to filter items (e.g. jobs, invoices, quotes, etc.) in relation to a specific status(es) and a specific period of time.
The options for conditional status filtering are:
- Currently in: items that are in any of the selected statuses during the specified period.
- Was in: items that were in any of the selected statuses at some point during the specified period - even though they may have changed to a different status during that period.
- Entered: items that changed to any of the selected statuses during the specified period.
- Exited: items that changed from any of the selected statuses to a new one during the specified period.
Effort Report
The effort report is a comparison of operational time (actual vs estimate) for leads, jobs & projects within a custom date range. View the time staff have spent working on each lead, job, or project.
Invoice Report
The invoice report allows you to report on all invoices generated during a selected time period, this can be filtered by invoice status.
Job Report
Get an overview of all jobs worked on during a period of time.
Job Cost Report
Compare the estimated vs actual value on operations, materials and services to define job costs during a period, and review profit margins. Read More: Job Cost Report
Lead Report
Get an overview of all leads generated during a period of time. Filter and define by lead values, quote statuses and even by sales staff member.
Payroll Report
Generate a report that allows management to check staff attendance and pay rate activity over time. You can use this report to simplify your payroll checking ahead of pay period.
Purchasing Report
Generate a report to view all materials and services that have been purchase ordered within a specific period.
Stock Report
See the quantity and value of stock (including job materials that have not yet been dispatched) that you have on hand, and refine by location.
Custom Reports
Easily generate custom reports that can then be saved for future use.
Creating a Custom Report
- From the User Menu Panel, navigate to Reports.
- Choose the report you would like to run/customise.
- Click Filters (shown below) and select as required from the pop-up.
- Click Apply Filters.
- Click the three-dot menu (shown below) and click Save as custom report.
You will be taken to your new report page, where you can refine again, export, or print.
Never lose a Custom Report! If you set filters and exit your report without saving as a new custom report, you will be asked the next time you run the report if you would like to restore or discard the last filtered search.
Can't see Reports? Please check with your administrator to ensure you have the required permissions to view and edit reports.
Print - No Default Report Template Found? That means you were a user before this feature was released, therefore your site wasn't generated with the template required. To fix this, click into Settings > Templates > Create New. Name your report and set the Type as Report. This will automatically load our current default template. Now you've created this, set as default and print your report!