Reports
Saved & preset reports for admin and staff. Pick a report to run it for any date range.
Sales by Bucket Proposed · Earl's request
May 1 – May 31, 2026 · vs. April 2026
By bucket
Click any row to see the work orders behind it →“Gov fees” are pass-through government charges (e.g. FMCSA filing fees) collected and remitted — shown for reference, never counted as sales revenue.
Work orders · Sales-Referral Work
May 1 – May 31, 2026 · the individual work orders making up this total.
| Work order | Company | Service | Date | Booked $ | Collected $ | Status |
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Bucket Settings
Assign each service to a bucket. New services default to “Other” until you map them. This is config — no developer needed.
| Service | List price | Bucket |
|---|
Export
Download exactly what's on screen — for accounting, a board deck, or a partner statement.
Period,2026-05-01,2026-05-31 Compare to,Previous period (April 2026) Group by,Bucket Bucket,Units,Booked,Collected,Awaiting,Gov Fees,Prior Booked,Change % Sales-Referral Work,75,46546.00,40960.00,5586.00,18117.00,41559.00,12.0 Letter Requests,285,6787.50,6720.00,67.50,0.00,6526.00,4.0 Other Service Work,79,6580.00,6054.00,526.00,1140.00,6037.00,9.0 TOTAL,439,59913.50,53734.00,6179.50,19257.00,54122.00,10.7
Sales Dashboard Proposed
May 2026 · visual overview of the Sales by Bucket data
Booked vs. collected — last 6 months
Hover any point for the monthly figures.
Bucket mix (booked)
Top services this period
Sales by Team Member Built · #143
May 2026 · orders taken (who created them) and work completed (who's assigned). Counts only today — no dollar amounts.
Orders taken
Work completed
Sales by Source Built · #143
May 2026 · where the work comes from. Counts only today.
By company type
By billing type
Revenue by Client Built · #143
May 2026 · collected revenue by company, top earners first.
Top 10 clients (collected $)
Work Orders by Type Built · #143
May 2026 · volume by service type, with a monthly trend for seasonality. Counts only.
By service type
Monthly volume
Unpaid Invoices Built · #143
Outstanding invoices (not paid or voided).
| Invoice | Work order | Company | Amount due | Status | Date |
|---|