What it does
The Reports page turns your day-to-day activity into clear figures and charts so you can see, at a glance:
- headline numbers for any period (this month, quarter, year, or a custom range),
- your top services and top clients,
- trend charts for the last 12 months,
- a cash-flow forecast of money you can expect to come in, and
- a one-click CSV export for your records or accountant.
You can also switch on a monthly report email so a summary lands in your inbox automatically.
Where to find it
In the top menu, open Money ▾ and choose Reports (the page lives at /dashboard/reports).
This page is owner-only. If you're a team member rather than the owner, you won't see the Reports option and you'll be sent back to the Dashboard if you try to open it.
Step by step
Choose the time period
- At the top left of the page is a dropdown (showing This month by default).
- Click it and choose one of:
- This month
- This quarter
- This year
- Custom range
- If you pick Custom range, two date boxes appear — From and To. Pick your start and end dates and the figures update automatically.
The page heading and description always say which period you're viewing.
Read the headline figures
Just below the period picker are four cards:
- Collected — payments you actually received in the period.
- Invoiced — the value of invoices you issued in the period.
- New clients — clients who became active in the period.
- Jobs completed — how many jobs you finished, with the total value of that work shown underneath.
See your top services and clients
Below the headline cards are two lists:
- Top services — your services ranked by completed-job revenue, each with how many jobs and how much they brought in.
- Top clients — your clients ranked by cash collected from them.
Each shows up to five entries. If there's nothing to show for the period, you'll see a short "No completed jobs…" or "No payments collected…" message instead.
Read the trend charts
Two charts cover the last 12 months (regardless of the period you picked above):
- Revenue trend — two lines, Collected vs Invoiced, month by month. Hover over a point to see the exact amounts.
- Jobs completed — a bar per month showing how many jobs you finished.
If there's no data yet, each chart shows a friendly "No revenue…" or "No completed jobs…" placeholder.
Read the cash-flow forecast
The Cash-flow forecast card looks forward at money you can expect to receive. Its heading shows the total expected, and it breaks that down into bars:
- Overdue — past-due, unpaid invoice balances (shown in red when there's anything here).
- Due this week — balances due in the next 7 days.
- Due this month — balances due in the next 30 days.
- Due later — balances due beyond 30 days (or with no due date set).
- Recurring (projected) — an estimate of income from recurring clients who are due to rebook, based on their average past job value.
Export to CSV
- At the top right of the page, click Export CSV.
- A spreadsheet file downloads (named
quickie-report-<date>.csv). - It contains the headline figures plus the top-services and top-clients breakdowns, for the same period you've selected on screen.
The file opens in Excel, Numbers, Google Sheets or any spreadsheet program — handy for your own records or to pass to an accountant.
Turn on the monthly report email
The monthly email is set up in Settings, not on the Reports page:
- Click your avatar (top right) and choose Settings.
- Find the Monthly report email option and tick it. (Only the owner can change this.) Its description reads: "Email opted-in teammates a summary of last month's revenue, clients and jobs."
- Save your settings.
- Each teammate who wants to receive it must also opt in personally: in Settings, tick their own notification opt-in. (This is the same opt-in used for the daily follow-up digest.)
Once both are on, a summary of the previous month is emailed automatically near the start of each month, with a button to open the full Reports page.
What each screen shows
- Top bar — the period dropdown (and From/To date boxes for a custom range), plus the Export CSV button on the right.
- Four stat cards — Collected, Invoiced, New clients, Jobs completed.
- Two lists — Top services (by job revenue) and Top clients (by cash collected).
- Two charts — Revenue trend (collected vs invoiced) and Jobs completed, both over the last 12 months.
- Cash-flow forecast — total expected income, split into Overdue, Due this week, Due this month, Due later, and Recurring (projected).
Tips & good to know
- Collected vs Invoiced are different things. "Invoiced" is what you've billed; "Collected" is what you've actually been paid. The gap is money still owed to you.
- The trends and forecast ignore the period picker. Trends always show the last 12 months and the forecast always looks forward, even when the headline figures show, say, just this month.
- "New clients" means newly active. It counts clients who became active clients within the period.
- CSV matches the screen. The export honours whichever period you've selected, so set the period first, then export.
- Recurring (projected) is an estimate. It's based on recurring clients' average past job values and is a guide, not a guarantee.
Troubleshooting
- I can't see Reports in the menu. The page is owner-only. Ask the business owner to view it or to export the figures for you.
- Everything shows zero or "No data". There may be no activity in the chosen period — try a wider range like This year, or check that invoices and payments have been recorded.
- The monthly email never arrives. Check both switches are on: the owner must enable Monthly report email in Settings, and each recipient must opt in personally. Also check the email isn't going to spam.
- The forecast looks too high or too low. It only counts unpaid balances on sent/overdue invoices plus projected recurring income. Invoices still in Draft, and one-off (non-recurring) clients, won't feed the recurring projection.