Reports
A library of standard business reports: sales, receivables, jobs and operations, and accounting, each with the same controls and branded exports.
The Reports
Sales, receivables, operations, profitability and accounting reports
Sales and Customer Reports
The sales reports, Sales by Branch, New Customers by Lead Source and the Rate Card Billing Audit.
Operations Reports
Jobs completed, gallons pumped, days since last service, units deployed, roll-off reports and service compliance.
Job and Route Profitability
Revenue, costs and margin per job and route, linking fuel and disposal to jobs, and the driver labor cost estimate.
Receivables and Payment Reports
Payments, processing fees, customer credits, the Cash Discount Program reports, open invoices, customer balances and collections.
Profit and Loss, Expenses and Schedule C
Profit & Loss, Expenses, Sales Tax Liability, the Year-End Schedule C export and how expense categories map to Schedule C lines.
Using Reports
The reports library, running and exporting reports, scheduled delivery and troubleshooting
Running a Report
Date presets including billing cycles and As of dates, Invoiced versus Collected, Group by, filters, Summary and Detail, drilling in and exports.
Scheduled Report Delivery
Scheduling any report by email, the Every billing cycle cadence, the four built-in templates, test sends and failed deliveries.
Reports Overview
Where Reports lives, who can use it, which plan each report needs, and every report in the library.
Troubleshooting Reports
Real causes and fixes for empty reports, incomplete numbers, mismatches with Financials, missing presets and scheduled reports that didn't arrive.