How do I view reports?
Who doesn't love a good bar chart?! Go to More > My Business > Reports to view:
- some handy reports relating to jobs, rounds, payments, and expenses
- export and download your data
Reports
Select Overview to view:
- Total value of jobs scheduled, jobs done, invoices outstanding, and invoices paid
- Invoices paid / outstanding
- Customer balances (the total number and combined balances of customers in credit and debit)
- Recurring value (the combined monthly and annual recurring values of all customers (see What is annual value?))
Or select Jobs, Assigned work, Forecast, Rounds, Invoices, Payments, or Expenses to view more detailed reports.
Tap on a bar or pie chart to view more details.
Click the menu icon in the top-right corner to select a different date range, and in some cases, what data you want to view.
In the top-right corner of some reports, select between viewing the report as a bar chart, pie chart, or table.
The date range and view options you select will be saved and displayed the next time you view the report.
Download your data
You can export and download your customer data, invoice data, job history, payment data, and expense data in CSV format here. Click the download icon next to the option you want to export.
