Invoices & expenses
See your numbers with reports
In short
Reports give you four quick answers for any period: your business pulse (completed jobs, average ticket, income, expenses and balance), which services make the most money, your best clients, and your team's output. You can export each table to CSV. Reports are on the Manage plan and up.
Steps
- 1Open Reports.
- 2Pick a period: this month, last month, last 90 days or this year.
- 3Read the pulse cards and the services, clients and team tables.
- 4Export any table to CSV to work it in a spreadsheet.
Frequently asked questions
Which plan includes reports?
Reports are available on the Manage plan and up. Your dashboard still shows key numbers on every plan.