Profitability Reports

Creating Report

Go to:

Menu → Reports

Then:

• Use filters to customize the report.
• Apply filters to narrow down results.

Report Filtering

Filter reports by:

• Date range
• Technician
• Customer
• Contract

What Data Can Be Seen

→ Profitability % Over Time

→ Average Costs By Expenses Type (Incl. Profit)
→ Expenses By Type Over Time

→ Profit By Work Order Type

Invoice Profit & Loss Report

Go to:
Work Order → Invoice tab

Then find and click graph icon next to invoice #:

Example: Invoice 254 (icon)

Additional Info

Profit reporting is still in the process of being built out. But reporting is still available while we work.