Reports Overview
The Reports section turns your activity into insight: log a daily journal, and analyze sales, services, inventory, expenses, profitability, and your balance sheet — most with date ranges and CSV export.
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Daily Journal
Log and trend your day
- Calls & traffic
- Work notes
- Weekly trends
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Services Report
Technician performance
- Completion rate
- Satisfaction
- Per-agent metrics
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Inventory Report
Stock analytics
- Turnover & aging
- Reorder risk
- Movements
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Expenses Report
Spending analytics
- By category
- Receipt coverage
- Reimbursements
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Profit & Loss
Income statement
- Revenue & COGS
- Margins & EBITDA
- Period compare
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Assets & Liabilities
Balance sheet report
- Totals & equity
- Debt-to-equity
- Monthly compare
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Sales Report
Revenue analytics
- Trends & AOV
- Top products
- Return rate
Pages in this section
- Daily JournalRecord and trend daily activity.
- Services ReportService completion and technician performance.
- Inventory ReportTurnover, aging, reorder risk, and movements.
- Expenses ReportSpending patterns and reimbursements.
- Profit & LossRevenue, COGS, expenses, and net income.
- Assets & LiabilitiesBalance sheet and financial position.
- Sales ReportRevenue trends and top performers.
What's next
- Build the daily habit: Reports → Daily Journal
- Check the money: Reports → Profit & Loss
- Find your best sellers: Reports → Sales Report