Overview

The Reports section gives you financial summaries, operational insights, and AI-powered analysis of your business. Reports are organized on the landing page by category — Financial, Operations, and AI-Powered. Most reports are read-only views of live data and support PDF export.

You can find Reports under Reports in the left sidebar, which opens the Reports Landing page at /Reports/Landing.

Reports are read-only. To correct underlying data, navigate to the relevant module (Jobs, Invoices, Inventory, etc.) and edit the record there.

Financial Reports

KPI Dashboard

A high-level scorecard showing your most important metrics at a glance — open jobs, pending quotes, outstanding invoices, and recent revenue. Good for a quick daily check-in.

Full Analytics

Detailed charts and KPI cards for the selected date range:

Total Invoiced — total value of all invoices created in the period.
Total Collected — total payments actually received.
Outstanding AR — current total of all unpaid invoices (always reflects today's balance, not filtered by date).
Overdue Balance — portion of AR where the due date has passed.
Monthly Invoiced vs. Collected chart — side-by-side bar chart by month; shows if collections are lagging behind invoicing.

The AI Financial Summary button in this view generates a plain-English narrative of your financial performance using AI — useful for a quick briefing before a meeting. See the AI-Powered Reports section below.

Profit & Loss

Revenue vs. expenses over a selected period. Shows gross revenue from invoices and a breakdown of expenses by account category. Supports PDF export for your accountant.

Balance Sheet

A snapshot of assets, liabilities, and equity as of a specific date. Assets include your Accounts Receivable balance; liabilities include your Accounts Payable balance.

AR Aging

Breaks down all outstanding invoices by how long they have been overdue: Current (not yet due), 1–30 days, 31–60 days, 61–90 days, and 90+ days. Focus collection efforts on the 61–90 and 90+ columns first.

The AR Aging page also has an AI AR Follow-Up button that drafts a collection email for any overdue invoice — the tone automatically scales with how overdue the invoice is (gentle reminder at 7 days, firmer at 30+).

Sales & Income

Revenue trends broken down by period (monthly or quarterly). Use this to spot seasonal patterns in your job volume and revenue.

Sales Tax Report

An invoice-basis Sales Tax Liability report — shows what you collected in tax during the period and breaks it down so you can file accurately. Key figures:

Total Tax Billed — sum of all tax charged on invoices in the period.
Taxable Sales — subtotals of invoices where tax was charged.
Non-Taxable Sales — subtotals of tax-exempt invoices (e.g. tax-exempt customers).
Effective Tax Rate — overall average rate across all taxable invoices.
By Tax Account — breakdown by GL account (useful if you have multiple tax jurisdictions or rates).
By Month — month-by-month chart and table of taxable sales and tax billed.
Invoice Detail — every invoice in the period with its tax %, tax amount, and tax account. Non-taxable invoices appear shaded grey so they are easy to distinguish.

This report supports both PDF export and CSV export. The CSV is formatted for handing to your accountant or importing into tax-filing software — one row per invoice with all relevant columns. Use the quick preset buttons (This Month, Last Month, YTD, Last Year) to jump to common filing periods without manually entering dates.

Invoice basis vs. cash basis: The Sales Tax Report counts tax when an invoice is created, not when it is paid. If your jurisdiction requires cash-basis reporting, cross-reference payments using the Sales & Income report.

Revenue Trends

A charting view of monthly and quarterly revenue over time. Useful for year-over-year comparisons and trend spotting.

Top Outstanding Customers

Ranked list of customers with the highest current outstanding balances. Use this to quickly identify who to call when you need to improve cash flow.

Operations Reports

Operations Report

A comprehensive view of job throughput, status distribution, and workload for the selected period. Key metrics include:

Job counts by status — how many jobs are in each stage. A high count in one status can indicate a bottleneck.
Open, Completed, On Hold, and Overdue counts — KPI cards for the overall health of your job queue.
Job counts by priority — how many jobs are at each level (Low/Normal/High/Urgent/Rush).
Average completion time — average days from job creation to Completed status. Use as a baseline for quoting lead times.

Customer Overview

Top customers by revenue, job count, and outstanding balance. Helps you understand which customers drive the most business and which have the largest open accounts.

Job Cycle Time Report

Shows how long jobs spend in each status on average. Use this to identify where jobs tend to slow down — for example, if jobs spend an unusually long time in Sandblasting, that stage may need more capacity.

Powder Usage Report

Tracks powder consumption by inventory item and by job. Useful for verifying that actual powder usage matches estimates, identifying waste, and planning purchasing.

Inventory Snapshot

Key inventory metrics including:

Total inventory value — on-hand quantity × unit cost for all items.
Items below reorder point — items currently flagged as low stock.
Recent transaction summary — log of recent stock movements.

Equipment & Maintenance Report

Equipment health overview for maintenance supervisors:

Equipment status distribution — how many machines are Operational, Needs Maintenance, Under Maintenance, etc.
Upcoming maintenance tasks — scheduled tasks due soon.
Overdue maintenance tasks — tasks past their scheduled date that are not yet complete.

Most reports support a date range filter. Set a From and To date and click Apply to narrow the data to that period. Useful date ranges: this month (1st to today), last month, year to date (Jan 1 to today), or full prior year.

AI-Powered Reports

Several reports use AI to analyze your data and return insights in plain English. These are found either on the Reports landing page or as buttons within other reports.

AI Financial Summary

Generates a plain-English narrative of your financial performance — revenue trends, collection rate, outstanding AR, and notable patterns. Accessible from the Full Analytics view via the "Generate AI Summary" button. Useful for summarizing performance before a meeting or for stakeholders who prefer prose over tables.

Cash Flow Forecast

Projects your cash position over the next 30, 60, and 90 days based on:

Open accounts receivable (invoices expected to be paid)
Open accounts payable (bills coming due)
Active job pipeline (potential future revenue)

The forecast includes an outlook badge — Strong, Moderate, Tight, or Concerning — based on the projected net cash position at each interval.

Anomaly Detection

Scans the last 90 days of bills for unusual patterns and flags them for review:

Duplicate bills — same vendor, similar amount, close dates.
Amount spikes — a vendor bill significantly higher than their usual amounts.
Unusual vendors — vendors you have not used before or rarely use.
Account overruns — expense accounts with spending well above their typical level.

Flags are sorted by severity. Review and dismiss any that are expected or already explained.

AI AR Follow-Up Emails

Drafts a collection email for overdue invoices directly from the AR Aging report. Click the envelope icon next to any overdue invoice to generate a draft. The tone scales with how many days overdue the invoice is — a gentle nudge at 7 days, a firmer reminder at 30+. You can edit the draft before sending.

AI Payment Risk Prediction

Available inside the AR Aging report (/Reports/ArAging). Click "Predict Payment Risk" at the bottom of the page to have Claude analyze each open AR customer and assign a risk level:

High — customer has a history of late payment and is already overdue; prioritize a phone call today.
Medium — overdue but reasonable history, or current but spotty past performance.
Low — typically pays on time; no immediate follow-up needed.

Each prediction includes an estimated number of additional days to collection and a one-sentence explanation of the scoring. Use this to triage your collection calls — start with High-risk customers first.

Ask Your Financials (Natural Language Queries)

A conversational AI tool at /Reports/FinancialQuery that lets you ask plain-English questions about your business finances and get direct answers grounded in your actual data. Example questions:

"What was our revenue this year?"
"What are our biggest expenses?"
"Which month had the highest revenue?"
"How much do customers owe us?"

Each answer includes supporting facts pulled directly from your data so you can verify the figures, and a follow-up suggestion for what to ask next. Claude will not invent numbers — if the data is not available in the snapshot, it says so. The page also shows clickable example chips and remembers your last 5 questions during the session.

Bank Rec AI Auto-Match

Inside Bank Reconciliation (/BankReconciliations), the Reconcile working view includes an AI Auto-Match panel. Click "Suggest Matches" and Claude analyzes all uncleared transactions against your statement ending balance, then suggests which items to mark as cleared — sorted by confidence score with a one-sentence reason for each.

Click "Apply All Suggestions" to accept them in bulk; the checkboxes are marked and persisted automatically. Review the highlighted rows (shown in blue) before applying if you want to verify each one individually. Auto-match does not complete the reconciliation — you still click "Complete Reconciliation" yourself once the difference reaches $0.00.

Powder Insights

An AI-powered analysis of your powder usage patterns, efficiency, and cost optimization, accessible at /PowderInsights from the Equipment section of the sidebar. Requires at least 10 jobs with powder data; predictive cost-optimization features unlock at 150 jobs.

AI reports require the Anthropic API key to be configured. If you see a "not configured" message, contact your system administrator to set up the key under Settings › Company Settings.

PDF & CSV Export

Most financial reports (P&L, Balance Sheet, AR Aging, Sales & Income, and others) include a Download PDF button. Use this to generate a print-ready version for your accountant, a business review, or your own records.

The Sales Tax Report also includes an Export CSV button. The CSV file contains one row per invoice and is formatted so it can be opened directly in Excel or imported into most tax-filing and accounting packages. Column headers match standard tax report terminology: Invoice #, Customer, Date, Status, Subtotal, Tax %, Tax Amount, Total, Amount Paid, Balance Due, Tax Account.

All PDF and CSV exports respect the same date range you have selected in the report — what you see on screen is exactly what gets exported.