Reports Overview
Reports help you understand your business performance and make data-driven decisions.
.
Daily Journal
End-of-day notes and totals
- Daily entries
- Staff notes
- Weekly charts
.
Sales Report
Revenue and order analysis
- Trends
- Top products
- Comparisons
.
Profit & Loss
Financial performance
- Revenue
- Expenses
- Net income
Available reports
Reports
- Daily JournalLog daily notes, totals, and highlights.
- Services ReportTrack service assignments and performance.
- Inventory ReportStock levels, valuation, and movements.
- Expenses ReportSpending by category and vendor.
- Profit & LossRevenue, costs, and profitability.
- Assets & LiabilitiesBalance sheet snapshot.
- Sales ReportSales trends and product performance.
When to use each report
| Question | Report |
|---|---|
| How did today go? | Daily Journal |
| What's selling? | Sales Report |
| How are services performing? | Services Report |
| What's in stock? | Inventory Report |
| Where is money going? | Expenses Report |
| Are we profitable? | Profit & Loss |
| What do we own/owe? | Assets & Liabilities |
Before you begin
- Ensure sales, inventory, and expenses are recorded
- Decide what questions you need answered
What's next
- Start with Daily Journal for daily operations
- Check Sales Report for revenue insights
- Review Profit & Loss for monthly financials