Access and prerequisites
- You need Read reports to open Reports.
- You also need Read Planning to open Planning from its report.
- Invoice reporting begins with issued or sent invoices. Drafts and failed invoice creation are excluded.
- Planning uses work schedules, service time, and planned travel. Missing or incomplete inputs affect the result.
Choose a report
Historical ranges use company-local dates, cannot end in the future, and can cover at most 366 days. Presets include the last 30 days, quarter to date, and year to date.
Read the values correctly
- Completed value is the value of active orders completed in the selected scope. It is operational value, not accounting revenue.
- Expected recurring value projects active subscription tasks from their cadence. It is not scheduled, invoiced, paid, or guaranteed.
- Open receivables use the accounting provider’s current remaining invoice balances.
- Overdue receivables are open amounts with a due date before today; invoices due today are not overdue.
- Net collected amount is successful order payments less refunds. It is separate from provider settlement, which can also reflect accounting adjustments.
1
Open Reports and choose a view
Start with the operational question you need to answer instead of comparing unrelated values across views.
2
Set the date range
Use a preset or enter an inclusive custom range. Overview filters by completion date; Invoicing filters by invoice date.
3
Choose team members when relevant
Member filters affect completed work and selected planning capacity, but they never hide company-wide receivables, demand, or unplanned visits.
4
Open the source workflow
Use Planning or Invoices when a report shows work that needs action.
Reports do not provide CSV export. Use the visible filters and definitions when reconciling the figures with another system.