Reports in the left menu is the money page: what was earned, what it cost, and where the difference came from. Like Home it reads a period and, if you want, a set of location groups, so every figure on it belongs to the same window. No group in the group list is the addresses filed in none of them.
The four figures at the top
Revenue and Cost are what has been invoiced in the period, each with the number of invoices behind it. Profit/loss is revenue less cost, and Gross margin is the share of revenue you kept.
A credit is a line with a negative price (see Review and send a customer invoice), and it lowers whatever it belongs to here: the tiles, the table rows and the figure a bar is drawn from. A row can therefore read below zero. A bar only draws what is above zero, so a credited group shows as no bar rather than one pointing the wrong way.
Where it came from
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Revenue & cost charts the two against each other over the period.
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Revenue by work splits the revenue by work type.
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Gross margin trend is the margin percentage per period, with the period average marked.
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Revenue by zone is a bar per zone, and two bars that are not zones:
- Outside any zone is revenue on addresses that no zone covers, which is the gap in your zone map;
- No address connected on invoice is revenue on invoice lines that name no address at all, which is not a gap in the map but work billed without one.
They used to be one bar, which made a nearly complete zone map look full of holes. Together they still add up to the revenue figure above, so the bars always reach the tile.
Customers
Best customers and Worst customers are cut from one ranking, and the buttons above them choose whether that ranking is by Margin or by Profit/loss. The two lists never share a customer.
Only customers with both revenue and cost in the period are ranked. A customer you have billed but never paid a subcontractor for, or the other way round, has no margin worth quoting: the missing half is work not yet invoiced rather than a fact about the customer, and it would land at a flattering 100 % or a total loss. Such customers are simply out of the two lists.
Click a customer, anywhere on the row, to open its panel over the report. Close it and the period and the ranking are still as you left them. Export CSV on either card gives you the list as a file.
Subcontractors and zones
- Subcontractor P&L is what each company you work with earned you and cost you, with Own crew for the work your own people did. Companies further down the chain are counted under the subcontractor you actually contracted with, because that is the company the numbers are settled against, see owner, subcontractor, sub-subcontractor.
- Zone P&L is the same per zone, in the zone's own colour. A zone marked Shared contains at least one address that also belongs to another zone, so its revenue and cost are split between them. Outside any zone and No address connected on invoice appear here as rows too.
Every table has its own Export CSV. Invoice-level exports and the report catalogue are a separate page, see exporting invoices and reports.