Reports
Utilize the MotionOps Reporting Hub.
By Nick and 1 other2 authors9 articles
- Reports: Overview and Where to Find WhatA map of the Reports section - the six groups, how the shared date range and filters work, and which report answers which question.
- Financial ReportsThe nine money reports - Invoice Aging, Time to Get Paid, Booked vs Collected, revenue by business unit and job type, Tax Summary, and more.
- Client ReportsWhere your work comes from and who pays for it - lead source attribution, top customers by revenue or lifetime value, and customer account balances.
- Work ReportsOperational reports - unscheduled work, completed appointments, checklist completion, and Job Costing for whether the work was actually profitable.
- Timesheet ReportsHours logged by person, overtime for payroll, and unbilled time - the three timesheet reports and how they connect labour cost to unbilled revenue.
- Team ReportsAccount manager conversion, project manager revenue, and technician utilisation - what each measures, and why they aren't comparable to each other.
- Expense ReportsUnbilled costs and spend by category - find expenses you never invoiced, and see where material, tool, and rental money goes.
- Tax ReportingGenerate a tax-ready summary of your invoicing and collected taxes for any date range — export as PDF, CSV, or XLS.
- Dashboard and ReportsThe dashboard and Reports sections shows you real-time reporting for your company.