Reports

What is it?

Reports gives you an overview of your business's revenue and orders by customer, and your employees' hours, salary cost, and expenses — with charts, a detailed table, and export to Excel.

You'll find it under Reports in the main menu, with two tabs: Customer and Employee.

Image

1. Stat tiles (click to switch view)
2. Chart
3. Filters
4. Detailed table

How to

Check your customer revenue and orders

1. Go to Reports → Customer.
2. Click Total revenue or Orders to choose what the chart and table below show.
3. Use the filters to narrow the date range, customer, service, order status, or customer type.
4. Toggle Incl./Excl. VAT to switch how figures are shown.

Check employee hours, salary, and expenses

1. Go to Reports → Employee.
2. Click one of the tiles — Salary estimated cost, Order time, Shift time, Travel time, Overtime, Other time, Absence time, or Other expense — to see that report.
3. Use the filters to narrow the date range, employee, service, active status, or customer type.

Sort and browse the table

Click a column header to sort by it, and use the pagination controls at the bottom of the table to move between pages.

Export a report to Excel

1. Click Export to Excel (at the top of the page, or on the table itself for just that view).
2. Tick the columns you want included — required columns can't be unticked.
3. Click Export.

Note: The export uses whatever filters and date range you currently have set on the page.

Refresh the data

Click the refresh icon to reload the current report with the latest figures.

What do the fields mean?

Total revenue / Orders (Customer tab)

Total revenue shows your total revenue for the period, with the invoiced amount underneath. Orders shows the number of orders, split into active, completed, and cancelled.

Salary estimated cost, Order time, Shift time, Travel time, Overtime, Other time, Absence time, Other expense (Employee tab)

Each tile is its own report:

• Salary estimated cost — estimated salary cost per employee.
• Order time / Shift time — hours worked, punched in/out, and any overtime or approved time.
• Travel time / Overtime / Other time — hours logged for that category.
• Absence time — occurrences of vacation, parental leave, sick leave, child care, and other absence types.
• Other expense — reimbursements such as mileage or materials.

Incl. / Excl. VAT

Switches whether revenue and invoiced figures include VAT.

Good to know

• Reports requires the View reports permission, and the Reports module must be turned on for your company.
• Not every filter is available on every report — for example, order status only applies to some employee reports.
• If you had an old Reports page bookmarked, it now points you to this page.