Reports & Analytics

Overview

How to access

• Invoice profit — /reports/invoice-profit
• Commission breakdown and related reports under Reports submenu (per navigation config)

What you can do today

• Run invoice profit reports with filters (date range, team, etc.).
• View commission breakdown where enabled for your business.
• Export or print depending on report screen capabilities.
• Complement dashboard widgets with deeper tabular reports.

Prerequisites

• Reports permission.
• Invoices, jobs, and cost data entered consistently for meaningful profit numbers.
• Commission rules configured under settings where your business uses commission tracking.

Step-by-step

Invoice profit report

1. Reports → Invoice profit (or menu label shown).
2. Set date range and filters.
3. Run report → review revenue, cost, margin columns.
4. Export if button available.

Commission report

1. Reports → Commission (if in menu).
2. Select period and salesperson/technician filters.
3. Review calculated commission lines against payouts policy.

Use in weekly meeting

1. Pull invoice profit for last 7 days.
2. Cross-check with Dashboard pipeline widgets.
3. Assign follow-ups on low-margin jobs.

Current limitations

• Not a full BI suite—no arbitrary drag-and-drop report designer in main app (see Data Explorer).
• Real-time job costing may lag until invoices post.
• Multi-location consolidated GL reporting may need ServiceFlow Accounting.
• Custom report builder for end users is limited.

Roadmap

• Saved report subscriptions emailed weekly.
• Deeper marketing attribution (campaign → won revenue).
• Technician scorecards on mobile.

Related features

• Data Explorer
• Dashboard & AI Chat
• Invoices
• QuickBooks Online Sync
• ServiceFlow Accounting