Your reports are where everything comes together. Go to the Reports tab to view the full list. Under Employee Time & Payroll, you can see details from submitted timecards. Reports in Active Jobs show information for currently active jobs. Or check out the Calendars to see data in a nice, easy-to-read format.
We recommend you get started by looking at the Time by Pay Period report.
Employee Time & Payroll
- Time by Pay Period - Summary of hours worked per day during a given period of time.
- Time by Pay Type - Summary of hours worked by pay type during a given period of time.
- Time by Employee - Details of the hours worked for a specific employee.
- Time by Task - Amount of time spent for each type of task.
Active Jobs
- Daily Activity - All activity for a day across all jobs.
- Job Progress - Amount of time logged versus estimated.
- Job Cost Outline - Total hours and expenses recorded per job.
- Job Time Details - Amount of time spent on a job by all employees and by day.
Plus & Pro plan only - Job Expense Details - List of all materials and other expenses spent on a job.
Calendars
- Job Calendar - Calendar view of hours logged per job.
- Close Calendar - Calendar view of when jobs where completed.
Lists
- Employee List & Details - Complete list of all employee info entered.
- Customer List & Details - Complete list of all customer info entered.
- Job List & Details - Complete list of all job info entered.
Company Financials
Pro plan only
- Income Statement - The profit or loss of the entire business over a given period of time.
- Profit and Loss by Job - The amount made or lost on a finished job.
- Income by Customer - Revenue earned per customer over a given period of time.
Plus & Pro plan only - Expenses by Category - Amount spent in each category during a given period of time.
- Expenses by Vendor - Amount spent with each vendor during a given period of time.
Invoice & Payments
Pro plan only
- Customer Balances - Customer with an outstanding amount due.
- Open Invoices - List of unpaid invoices.
- Invoice Details - History of all invoices created over a given period of time.