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Reports Overview

The Reports section provides financial and operational insights about your business. All reports are scoped to your tenant and can be exported to PDF.

ReportMenu PathDescription
RevenueReports → RevenueInvoice revenue summary by period and customer
AR AgingReports → AR AgingOutstanding receivable balances grouped by overdue period
Expense by AccountReports → Expense by AccountApproved expenses grouped by expense account and category
Job CostingReports → Job CostingRevenue vs. direct cost per work order — gross profit and margin
Work Order SummaryReports → Work Order SummaryWork order counts grouped by status, service type, and month

Most reports include a period selector and a manual date range:

OptionDescription
All TimeNo date restriction — all records
This MonthFrom the 1st to the last day of the current month
Last MonthFrom the 1st to the last day of the previous month
This YearFrom 1 Jan to 31 Dec of the current year
Last YearFrom 1 Jan to 31 Dec of the previous year
CustomSet a specific From and To date manually

Selecting a preset fills the From and To dates automatically. You can also clear the date range to return to All Time.

Every report has an Export PDF button in the top-right corner. Clicking it generates a PDF that reflects the current filter selection and opens a preview in-browser. You can then download the file.

PDF exports include your company name, logo (if configured), and the report period.

Reports with large datasets (Revenue by Customer, AR Aging, Expense by Account, Job Costing) support pagination. Use the Per page selector (10 / 20 / 50 / 100) and the page buttons at the bottom of the table.