Reports, every number explained

Open Reports in the sidebar. Pick a period at the top (Today, This Week, This Month, custom), every report respects it. Most reports export to CSV for your accountant.

The reports screen: revenue, period tabs, and the numbers that matter at closing time. Recorded from the real app with demo data.

The money reports

• Overview: the day-one dashboard, revenue for the period, invoice counts, average turnaround, inventory value.
• Sales summary: revenue by day/week/month, the trend line for “is this month better than last?”
• Transaction log: every payment, refund, and credit in order, with who took it and how. The answer to “what was that $185 on Tuesday?”
• Revenue attribution: every dollar traces to its source, which invoice, which register sale, which tech. Nothing is just “misc income.”
• Tax: sales tax collected for the period, what you remit.
• AR aging: outstanding invoices bucketed by how overdue they are, your collections worklist.
• End of day / Z-report: the register reconciliation, expected versus counted, by session.
• Margins: cost versus price on what you sold, finds the work that is busy but not profitable.

The work reports

• Turnaround time: average time from check-in to done, the number customers actually feel.
• Throughput & aging: tickets opened versus closed, plus how long tickets sit in each status, the three-week-old “waiting on part” surfaces here on its own.
• Sales by item: what actually sells, informs what you stock.
• Sales by customer: who keeps you busy, your B2B accounts show up here.
• Leads funnel: lead volume, conversion to tickets, and where leads come from. Pairs with the lead widget.

The people and parts reports

• Payroll hours: clock-in/out hours per employee from the built-in time clock, with pay-rate math done.
• Tech invoices / commissions: per-tech sales and commission earnings, the same numbers techs see in My Earnings.
• Inventory valuation: stock on hand times unit cost, what your shelves are worth, and what is at or below its low-stock threshold.

Two habits worth building

1. Friday: payroll hours. It is a report, not a reconstruction.
2. Monthly: AR aging + margins. One finds money you have already earned; the other finds work you should stop underpricing.