How do I view reports?
Who doesn't love a good bar chart?! Go to Tools > Home > Reports to view some handy reports relating to all the aspects getSoapy helps you to manage.
Select Overview to get an overview of your business - total value of jobs scheduled and done, invoices paid and outstanding, customer balances in credit and debit, and recurring value of all customers (see What is annual value?))
Interacting with reports
The date range and view options you select will be saved and displayed the next time you view the report.
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.
Tap on a bar or pie chart to view more details. Tap on categories in the legend (key) to deselect/select which data is displayed in a chart.
Export your data
You can export and download your customers and jobs, invoices, rounds, job history, payments, and expenses in CSV format here. Click the download icon next to the option you want to export.
