The Reports area gives you a single place to generate and view reports across your whole organization — from revenue and invoicing to operations, time and labor, inventory, customers, and HR. Reports are read-only views built from your live data, and most can be filtered by date and exported.
Where to find it
Open Reports from the main navigation. You will land on the Reports home page, which lists every available report grouped into cards by topic.
How reports are organized
The Reports home page groups reports into sections so you can find what you need quickly:
- Financial Reports – Profit & Loss Statement, Balance Sheet, Cash Flow Statement, Trial Balance, General Ledger, and Accounts Aging.
- Tax Reports – Tax by Jurisdiction, Tax Liability, Taxable Transactions, Tax Reconciliation, Exemption Certificates, and the Tax Management Dashboard.
- Sales & Invoicing – Invoice Summary, Revenue Report, Payment History, Outstanding Invoices, Sales by Customer, and Sales by Product.
- Operations – Work Order Summary, Project Status Report, Job Profitability, Ticket Summary, Service Call Report, and Scheduling Report.
- Time & Labor – Time Entry Report, Employee Hours, Labor Cost Report, Billable Hours, Overtime Report, and Utilization Report.
- Inventory – Inventory Valuation, Low Stock Alert, Product Usage, Purchase Order Report, Vendor Spending, and Inventory Movement.
- Fulfillment – Performance, Picker Performance, Packer Performance, Shipping, Orders On Hold, and Aging (shown only if your account has access to fulfillment reports).
- Customers – Customer List, Customer Activity, Customer Revenue, Service Agreements, Customer Equipment, and Service History.
- HR & Payroll – Employee Directory, Payroll Summary, Payroll Detail, Commission Report, PTO Report, and Certifications.
Key concepts
- Date range – Most reports include a Start Date and End Date filter with an Apply Filter button. Each report opens with a sensible default range (for example, the last 12 months, last 3 months, or the current month).
- Extra filters – Some reports add their own filters, such as a status dropdown, a customer selector, or a year selector.
- Exporting – Many reports show Excel, PDF, and Print buttons so you can download or print what you see.
- Read-only – Reports summarize existing data. You don’t create or edit records here; you change the underlying invoices, projects, tickets, and so on in their own areas.
Tip: Reports only show data for your own organization, so the numbers always reflect your team’s activity.