See a top level view of your business through our Reporting feature. We're all about building that healthy business!
Navigate to Reporting via the hamburger menu. You'll see your figures appear, with two different reports at the ready.
You'll see a year's worth of data across all your customers. Each column represents a month. If you've grouped your jobs by branch, you'll see the total value of time and expenses for that branch per month; and if you're grouped by company, you'll see the total per company. Turnkey the totals open, and you'll see it broken down by job. Voila! Hindsight and forecasting, all in one screen.
You can also filter the jobs you'd like to see, using the filter sidebar, so you can tweak your grand totals by job label, or active jobs, or any other filter you can imagine.
The total of the monthly value is calculated as follows, per calendar month:
Used Time: The sell rate of the logged time against that job/company/branch
Scheduled Time: The sell rate of the time that has been scheduled for that job/company/branch
Unscheduled Time: The difference between the used and scheduled time and the planned time for that job/company/branch. For example, I've got 20 hours planned in that month for Job A, but I've only put 10 hours in the schedule. The remaining hours will be calculated as Unscheduled Time.*
Expenses: The sell rate of expenses with dates within the relevant month.
Depending on what's happened in the month, the total cell will be made up of different figures. You'll see a tooltip showing the breakdown of the figure if you hover over the cell.
For some jobs, the calculation for Unscheduled Time can be more of an estimate — especially when you're allocating a bucket of planned hours among more than one team member. For this, we calculate the remaining time planned for the item, then spread the planned time evenly across the days.
💡 Tip: Use Favourites to capture your most useful reporting views for quick and easy access: filter by job labels, company name, status, awesome!
This one's a little simpler. All figures are invoiced amounts ex tax, in the month of their issue. This includes draft invoices in the future, so you can check out forecasted revenue months in advance. If you're reporting on months in the past, draft invoices are being excluded from the calculations.
💡 Tip: Setting up draft invoices in advance helps you get a view of the health of your revenue — relieving you of potential uncertainty.