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@{
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ViewData["Title"] = "Reports";
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}
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<div class="d-flex align-items-center gap-2 mb-3">
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<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
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<nav aria-label="breadcrumb">
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<ol class="breadcrumb mb-0">
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<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
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<li class="breadcrumb-item active">Reports</li>
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</ol>
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</nav>
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</div>
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<div class="row g-4">
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<div class="col-lg-9">
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<section id="overview" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-info-circle text-primary me-2"></i>Overview
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</h2>
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<p>
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The Reports section gives you financial summaries, operational insights, and AI-powered analysis
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of your business. Reports are organized on the landing page by category — Financial, Operations,
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and AI-Powered. Most reports are read-only views of live data and support PDF export.
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</p>
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<p>
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You can find Reports under <strong>Reports</strong> in the left sidebar, which opens the
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<strong>Reports Landing</strong> page at <strong>/Reports/Landing</strong>.
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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Reports are read-only. To correct underlying data, navigate to the relevant module
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(Jobs, Invoices, Inventory, etc.) and edit the record there.
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</div>
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</div>
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</section>
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<section id="financial-reports" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-currency-dollar text-primary me-2"></i>Financial Reports
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</h2>
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<h3 class="h6 fw-semibold mt-3 mb-2">KPI Dashboard</h3>
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<p>
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A high-level scorecard showing your most important metrics at a glance — open jobs, pending
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quotes, outstanding invoices, and recent revenue. Good for a quick daily check-in.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Full Analytics</h3>
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<p>
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Detailed charts and KPI cards for the selected date range:
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</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>Total Invoiced</strong> — total value of all invoices created in the period.</li>
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<li class="mb-1"><strong>Total Collected</strong> — total payments actually received.</li>
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<li class="mb-1"><strong>Outstanding AR</strong> — current total of all unpaid invoices (always reflects today's balance, not filtered by date).</li>
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<li class="mb-1"><strong>Overdue Balance</strong> — portion of AR where the due date has passed.</li>
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<li class="mb-1"><strong>Monthly Invoiced vs. Collected chart</strong> — side-by-side bar chart by month; shows if collections are lagging behind invoicing.</li>
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</ul>
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<p>
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The <strong>AI Financial Summary</strong> button in this view generates a plain-English narrative
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of your financial performance using AI — useful for a quick briefing before a meeting. See the
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<a href="#ai-reports">AI-Powered Reports</a> section below.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Profit & Loss</h3>
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<p>
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Revenue vs. expenses over a selected period. Shows gross revenue from invoices and a breakdown
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of expenses by account category. Supports PDF export for your accountant.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Balance Sheet</h3>
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<p>
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A snapshot of assets, liabilities, and equity as of a specific date. Assets include your
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Accounts Receivable balance; liabilities include your Accounts Payable balance.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">AR Aging</h3>
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<p>
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Breaks down all outstanding invoices by how long they have been overdue:
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<strong>Current</strong> (not yet due), <strong>1–30 days</strong>,
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<strong>31–60 days</strong>, <strong>61–90 days</strong>, and <strong>90+ days</strong>.
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Focus collection efforts on the 61–90 and 90+ columns first.
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</p>
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<p>
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The AR Aging page also has an <strong>AI AR Follow-Up</strong> button that drafts a
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collection email for any overdue invoice — the tone automatically scales with how overdue
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the invoice is (gentle reminder at 7 days, firmer at 30+).
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Sales & Income</h3>
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<p>
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Revenue trends broken down by period (monthly or quarterly). Use this to spot seasonal
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patterns in your job volume and revenue.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Revenue Trends</h3>
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<p>
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A charting view of monthly and quarterly revenue over time. Useful for year-over-year
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comparisons and trend spotting.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Top Outstanding Customers</h3>
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<p>
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Ranked list of customers with the highest current outstanding balances. Use this to quickly
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identify who to call when you need to improve cash flow.
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</p>
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</section>
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<section id="operations-reports" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-briefcase text-primary me-2"></i>Operations Reports
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</h2>
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<h3 class="h6 fw-semibold mt-3 mb-2">Operations Report</h3>
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<p>
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A comprehensive view of job throughput, status distribution, and workload for the selected
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period. Key metrics include:
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</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>Job counts by status</strong> — how many jobs are in each stage. A high count in one status can indicate a bottleneck.</li>
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<li class="mb-1"><strong>Open, Completed, On Hold, and Overdue counts</strong> — KPI cards for the overall health of your job queue.</li>
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<li class="mb-1"><strong>Job counts by priority</strong> — how many jobs are at each level (Low/Normal/High/Urgent/Rush).</li>
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<li class="mb-1"><strong>Average completion time</strong> — average days from job creation to Completed status. Use as a baseline for quoting lead times.</li>
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</ul>
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<h3 class="h6 fw-semibold mt-3 mb-2">Customer Overview</h3>
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<p>
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Top customers by revenue, job count, and outstanding balance. Helps you understand which
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customers drive the most business and which have the largest open accounts.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Job Cycle Time Report</h3>
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<p>
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Shows how long jobs spend in each status on average. Use this to identify where jobs tend
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to slow down — for example, if jobs spend an unusually long time in Sandblasting, that
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stage may need more capacity.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Powder Usage Report</h3>
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<p>
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Tracks powder consumption by inventory item and by job. Useful for verifying that actual
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powder usage matches estimates, identifying waste, and planning purchasing.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Inventory Snapshot</h3>
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<p>Key inventory metrics including:</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>Total inventory value</strong> — on-hand quantity × unit cost for all items.</li>
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<li class="mb-1"><strong>Items below reorder point</strong> — items currently flagged as low stock.</li>
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<li class="mb-1"><strong>Recent transaction summary</strong> — log of recent stock movements.</li>
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</ul>
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<h3 class="h6 fw-semibold mt-3 mb-2">Equipment & Maintenance Report</h3>
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<p>Equipment health overview for maintenance supervisors:</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>Equipment status distribution</strong> — how many machines are Operational, Needs Maintenance, Under Maintenance, etc.</li>
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<li class="mb-1"><strong>Upcoming maintenance tasks</strong> — scheduled tasks due soon.</li>
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<li class="mb-1"><strong>Overdue maintenance tasks</strong> — tasks past their scheduled date that are not yet complete.</li>
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</ul>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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Most reports support a date range filter. Set a <strong>From</strong> and <strong>To</strong>
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date and click <strong>Apply</strong> to narrow the data to that period. Useful date ranges:
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this month (1st to today), last month, year to date (Jan 1 to today), or full prior year.
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</div>
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</div>
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</section>
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<section id="ai-reports" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-robot text-primary me-2"></i>AI-Powered Reports
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</h2>
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<p>
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Several reports use AI (Claude by Anthropic) to analyze your data and return insights in plain
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English. These are found either on the Reports landing page or as buttons within other reports.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">AI Financial Summary</h3>
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<p>
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Generates a plain-English narrative of your financial performance — revenue trends, collection
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rate, outstanding AR, and notable patterns. Accessible from the <strong>Full Analytics</strong>
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view via the "Generate AI Summary" button. Useful for summarizing performance before a meeting
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or for stakeholders who prefer prose over tables.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Cash Flow Forecast</h3>
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<p>
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Projects your cash position over the next 30, 60, and 90 days based on:
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</p>
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<ul class="mb-3">
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<li class="mb-1">Open accounts receivable (invoices expected to be paid)</li>
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<li class="mb-1">Open accounts payable (bills coming due)</li>
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<li class="mb-1">Active job pipeline (potential future revenue)</li>
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</ul>
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<p>
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The forecast includes an <strong>outlook badge</strong> — Strong, Moderate, Tight, or
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Concerning — based on the projected net cash position at each interval.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Anomaly Detection</h3>
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<p>
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Scans the last 90 days of bills for unusual patterns and flags them for review:
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</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>Duplicate bills</strong> — same vendor, similar amount, close dates.</li>
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<li class="mb-1"><strong>Amount spikes</strong> — a vendor bill significantly higher than their usual amounts.</li>
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<li class="mb-1"><strong>Unusual vendors</strong> — vendors you have not used before or rarely use.</li>
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<li class="mb-1"><strong>Account overruns</strong> — expense accounts with spending well above their typical level.</li>
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</ul>
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<p>Flags are sorted by severity. Review and dismiss any that are expected or already explained.</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">AI AR Follow-Up Emails</h3>
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<p>
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Drafts a collection email for overdue invoices directly from the <strong>AR Aging</strong> report.
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Click the envelope icon next to any overdue invoice to generate a draft. The tone scales with
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how many days overdue the invoice is — a gentle nudge at 7 days, a firmer reminder at 30+.
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You can edit the draft before sending.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Powder Insights</h3>
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<p>
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An AI-powered analysis of your powder usage patterns, efficiency, and cost optimization,
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accessible at <strong>/PowderInsights</strong> from the Equipment section of the sidebar.
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Requires at least 10 jobs with powder data; predictive cost-optimization features unlock
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at 150 jobs.
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</p>
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<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
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<div>
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AI reports require the Anthropic API key to be configured. If you see a "not configured"
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message, contact your system administrator to set up the key under
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<strong>Settings › Company Settings</strong>.
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</div>
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</div>
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</section>
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<section id="pdf-export" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-file-earmark-pdf text-primary me-2"></i>PDF Export
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</h2>
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<p>
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Most financial reports (P&L, Balance Sheet, AR Aging, and others) include a
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<strong>Download PDF</strong> button. Use this to generate a print-ready version for your
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accountant, a business review, or your own records.
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</p>
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</section>
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</div>
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<div class="col-lg-3 d-none d-lg-block">
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@{ await Html.RenderPartialAsync("_HelpNav"); }
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<div class="card border-0 shadow-sm sticky-top" style="top:80px">
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<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
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<div class="card-body p-0">
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<nav class="nav flex-column">
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<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
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<a class="nav-link py-1 px-3 small text-body" href="#financial-reports">Financial Reports</a>
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<a class="nav-link py-1 px-3 small text-body" href="#operations-reports">Operations Reports</a>
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<a class="nav-link py-1 px-3 small text-body" href="#ai-reports">AI-Powered Reports</a>
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<a class="nav-link py-1 px-3 small text-body" href="#pdf-export">PDF Export</a>
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</nav>
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</div>
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</div>
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</div>
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</div>
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