Reporting (Standard)

Accounting Reports allow you track sales and receipts from all of your jobs in real time.

  • Select Reports from the top menu. 
  • Select your Report type:
    • Sales 
    • Receipts
    • Open Estimates
    • Open Work Orders
    • Open Invoices


  • Select the date scope for your report: 
    • Day
    • Month
    • Week
    • Year


  • Use the '<' and '>' to change the report dates
  • Use the Search Bar and Tags to narrow your search.

View Reports


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