How do I view reports?
Go to Tools > Home > Reports. Reports are grouped by what you want to know:
- Money: what came in today and who took it (
End of day), money in, who owes you, profit and loss, invoices and expenses. - Work: work done and what it was worth, how each person in your team is doing, what's coming up, rounds and time tracking.
- Customers: what your customer base is worth, customer growth, recurring revenue and services.
- Messages: whether your SMS and emails reach customers, how quickly you reply, and how your broadcasts did.
- New work: quotes and your website.
Most figures at the top of a report compare with the previous period, up to the same day. So halfway through this month is compared with the same days last month.
Choosing what a report shows
The row at the top of each report sets what every chart on it shows. Pick a period, or use the arrows either side to step back and forward a day, week or month at a time. Some reports also let you choose how dates are grouped, what to show and which worker to look at.
Each chart has its own menu in its top-right corner. Use it to switch between bars, a pie chart or a table, pick options for that chart, or download the figures as a CSV.
Your choices are saved and shown the next time you open the report.
End of day
End of day shows the jobs each person did and the payments they recorded, by payment method, with every payment and job listed underneath. Use it to check the cash each worker should hand in.
Payments are counted against whoever recorded them in getSoapy. Payments recorded before we started keeping track show as `Unknown`.
Fees
Money in shows what came in, the fees taken off card, Direct Debit and Pay by Bank payments, and what was left after fees. What each payment method costs compares the methods, with each one's fees as a share of the money it brought in. Profit and loss takes fees off along with your expenses.
A Direct Debit's fee shows once the payment is confirmed, a few working days after it is collected. Until then it counts in full after fees.
Messages
Messages shows how many of your SMS and emails to customers arrived, and how many emails bounced. Industry average under SMS delivered is the industry average delivery rate our SMS provider reports, so you can tell a normal month from a problem.
Customers you couldn't reach lists customers whose last SMS didn't arrive or whose last email bounced. Check their number or email address on their record.
SMS sent in the last three days aren't counted until the network has finished trying to deliver them.
All metrics
Select All metrics to browse every chart and table by topic. Pick more than one topic to narrow them down.
Accountant report
Select Accountant report to download a PDF summary for your accountant.
Export your data
You can export and download your customers and jobs, invoices, rounds, job history, payments, and expenses in CSV format from the Export Data page. Go to Tools > Settings > Data > Export or search for Export.
If you're the account owner, you can also download all your data in one ZIP file under All data, or use Scheduled export to get a download link emailed to you every night or every week.
