Reports and analytics

You can access various data and reports from both the mobile and web app. Whilst the mobile app gives you a quick overview, the web app gives you more detailed information.

You can access all reports from the Reports screen. When viewing the report, you can select the time period and adjust filters including the payment type, staff member and site (if applicable). Data in the reports is shown in a combination of both figures and graphs.

You will also receive an email at the end of each day showing the key information.

Sales

Within the sales report you can find figures and graphs showing:

• Overall sales
• Deposits
• Discounts
• Refunds
• Net sales
• Tax
• Gross sales

You will also find a tax summary in this report.

Products and services

Within the products and services report you can find figures and graphs showing:

• Items sold
• Item sales

You will also find a list of your top selling items in this report.

Jobs

Within the jobs report you can find figures and graphs showing:

• Jobs started
• Jobs completed
• Total value

Invoices

Within the invoices report you can find figures showing:

• Invoices paid
• Invoices due
• Invoices overdue

Quotes

Within the quotes report you can find figures showing:

• Quotes sent
• Quotes accepted

Payouts

Within the payouts report you can find figures showing:

• Gross sales
• Fees
• Credit used
• Payout
• Account credit (updated balance)