Reports Overview

The Reports section turns your activity into insight: keep a daily journal, and analyze sales, services, inventory, expenses, profitability, your balance sheet and the sales you did not make. Apart from the Daily Journal, where you write entries, the reports only read your data: nothing you do on them changes an order, stock or your books.

• Plans: the Expenses Report, Profit & Loss and the Assets & Liabilities report need Pro or Premium (or a free trial). The other reports are on every plan.
• Export: the Lost Sales Report has Export CSV on every plan. The Expenses Report exports CSV, and Profit & Loss and the Assets & Liabilities report export CSV or PDF, on Premium (or a free trial). The Daily Journal, Services, Inventory and Sales reports have no export.
• Menu label: the Lost Sales Report is Lost sales in the sidebar.

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Daily Journal

Log and trend your day

• Calls, door traffic & notes
• Close of day
• Trends over a date range

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Services Report

Service work & technicians

• Jobs, completion time & revenue
• Most-booked services
• Worker leaderboard

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Inventory Report

Stock analytics

• Value & out-of-stock
• Turnover & aging
• Movements

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Expenses Report

Spending analytics

• By category
• Receipt coverage
• Reimbursements

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Profit & Loss

Monthly income statement

• Revenue & COGS
• Margins & net income
• vs. last month, YTD & last year

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Assets & Liabilities

Balance sheet report

• Totals & equity
• Debt-to-equity
• Monthly compare

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Sales Report

Money received on sales

• Revenue received & average sale
• Top products & services sold
• Return rate

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Lost Sales Report

The sales you did not make

• Walk-in conversion
• Requested items & reasons
• Complaint categories

Pages in this section

• Daily JournalRecord each day, close the day, and trend calls and traffic.
• Services ReportService jobs, revenue and job cost, and a worker leaderboard.
• Inventory ReportStock value, turnover, aging, and recent movements.
• Expenses ReportSpending patterns and reimbursements.
• Profit & LossRevenue received, COGS, expenses, and net income for a month, from your books.
• Assets & LiabilitiesBalance sheet as of a month end.
• Sales ReportRevenue as the money received on sales, and what sold.
• Lost Sales ReportWalk-in conversion, why visits did not buy, and what people asked for.

What's next

• Build the daily habit: Reports → Daily Journal
• Check the money: Reports → Profit & Loss
• Find your best sellers: Reports → Sales Report
• See what you missed: Reports → Lost Sales Report