Reports Module

The Reports Module helps you track business performance, analyze trends, and make informed decisions. It provides key insights into revenue, invoices, jobs, employee activity, and more.

Accessing the Reports Dashboard

To open the Reports Dashboard:

1. Click Reports Module from the top menu.
2. The default page will display a summary of key reports in graphs and figures.
3. On the left-hand side, you’ll find report categories.

Key Reports

The dashboard provides 17 key reports in an easy-to-read format:

• Revenue – Total earnings based on services or units sold.
• Invoices – Summary of billed services, including unpaid and overdue invoices.
• Timesheets – Tracks employee work hours per job.
• New Customers – Number of new leads or first-time customers.
• Job Dashboard – Overview of all jobs and their revenue.
• Estimates Converted to Jobs – Summary of jobs won and lost.
• Job By Value Dashboard – Breakdown of job values by status (Completed, Approved, Invoiced).
• Top 5 Idle Vehicles – Vehicles with the most idle time.
• Customer Activity – Employee time spent with customers.
• Top 5 Speeding Vehicles – Vehicles with the highest recorded speeds.
• Company Activity – Summary of company-wide performance.
• Employee Activity – Overview of employee productivity.
• Estimates Won by Customer – Total value of successful estimates per customer.
• Revenue by Customer – Revenue generated by each customer.
• Employee Profitability – Profit generated per employee.
• Estimate By Status – Breakdown of estimates by status and employee.
• Revenue By Status – Revenue categorized by payment status (Paid, Overdue, Open Invoices).

Customizing Your Dashboard

You can customize your dashboard by arranging or removing widgets.

To rearrange widgets:

1. Click Manage.
2. Use the Up/Down Arrows to move widgets.
3. Uncheck any widgets you don’t need.
4. Click Save to apply changes.

Reports Breakdown

Each report provides a detailed view with filtering options for specific time periods.

Revenue Report

• Displays revenue progress vs. set goals.
• Click Edit Goals to update revenue targets.
• Set monthly/annual revenue goals and financial year start.
  • Typically, the Financial year starts every 1^st of January 
• Click Save to confirm changes.

Invoice Report

• Shows open, overdue, and paid invoices.
  • Open Invoices – Unpaid invoices.
  • Overdue Invoices – Unpaid invoices past the due date.
  • Paid Invoices – Invoices that have been paid.

Timesheet Report

• Tracks hours spent on Shifts, Jobs, Breaks, and Travel.
• To view the Timesheet Report summary, click the drop-down arrow and select a period. The graph data will adjust based on your selection.
  • This period 
  • This month 
  • This quarter 
  • This year 
  • This financial year
  • Last period 
  • Last month 
  • Last quarter
  • Last year 

New Customers

• Displays Total Customers, Active Customers, and Idle Customers.
• Select a reporting period from the dropdown menu.

Job Dashboard Report

• Summarizes job statuses over a chosen period.
• Select a reporting period from the dropdown menu.

Job By Value Dashboard

• Displays completed, approved, and invoiced jobs along with their total values.
• Select a reporting period from the dropdown menu.

Estimates Converted to Jobs Report

• Shows the number and value of estimates won or lost.
• Select a reporting period from the dropdown menu.

Top 5 Idle Vehicles Report

• Lists the five vehicles with the most idle time.
• Select a reporting period from the dropdown menu.

Customer Activity Report

• Tracks field employee time spent at customer locations and while driving.
• Select a reporting period from the dropdown menu.

Top 5 Speeding Vehicles

• Lists the five fastest vehicles based on recorded speed.
• Select a reporting period from the dropdown menu.

Customer Activity

• Displays Jobs Assigned, Jobs Completed, Time Worked, Time Billed, Materials Used and Materials Billed.
• Select a reporting period from the dropdown menu.

Employee Activity

• Displays Numbers of Jobs Assigned, Jobs Completed, Time Worked and Time Billed.
• Select a reporting period from the dropdown menu.

Estimates Won by Customer

• Shows the customer’s name along with the total amount won during a specified time frame.
• Select a reporting period from the dropdown menu.

Revenue by Customer

• Presents the customer’s name along with the revenue amount generated over a specified time frame.
• Select a reporting period from the dropdown menu.

Employee Profitability

• Overview of the profit generated by each of your employees during a specified time frame.
• Select a reporting period from the dropdown menu.

Estimate By Status

• Shows estimates that are in draft, invoiced, won, lost, and those that are scheduled or assigned, along with the employees assigned to each.
• Select a reporting period from the dropdown menu.

Revenue By Status

• Displays the recognized revenue figures, categorized by their current status: Paid, Overdue, and Open Invoices.
• Select a reporting period from the dropdown menu.

This simplified guide makes it easy to navigate and understand the Reports Module, helping you track business performance efficiently.