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.
Available Reports
Section titled “Available Reports”| Report | Menu Path | Description |
|---|---|---|
| Revenue | Reports → Revenue | Invoice revenue summary by period and customer |
| AR Aging | Reports → AR Aging | Outstanding receivable balances grouped by overdue period |
| Expense by Account | Reports → Expense by Account | Approved expenses grouped by expense account and category |
| Job Costing | Reports → Job Costing | Revenue vs. direct cost per work order — gross profit and margin |
| Work Order Summary | Reports → Work Order Summary | Work order counts grouped by status, service type, and month |
Common Features
Section titled “Common Features”Period Filter
Section titled “Period Filter”Most reports include a period selector and a manual date range:
| Option | Description |
|---|---|
| All Time | No date restriction — all records |
| This Month | From the 1st to the last day of the current month |
| Last Month | From the 1st to the last day of the previous month |
| This Year | From 1 Jan to 31 Dec of the current year |
| Last Year | From 1 Jan to 31 Dec of the previous year |
| Custom | Set 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.
Export PDF
Section titled “Export PDF”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.
Pagination
Section titled “Pagination”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.