Reports & activity
Reports summary
The Reports tab loads a workspace summary for the period you choose (month, tax year, quarter, last 30/90 days, custom, or all time):
Counts
- Customers
- Job sheets (total and open)
- Quotes
- Invoices
Money (GBP)
- Money in (invoices marked paid; proforma excluded)
- Credit notes (issued) when applicable
- Net money in (paid invoices minus credit notes)
- Waiting to be paid (outstanding sent/draft invoices)
- Overdue sent invoices past due date
- Total of sent or accepted quotes
Deposit invoices count in money in when marked paid. Totals reflect what you mark in JobSheet, not bank reconciliation.
Quote to cash funnel
See how quotes move through sent, won, jobs created, invoiced, and paid for the same period.
CSV exports
Download the summary as CSV, plus invoice and quote register exports for your bookkeeper. VAT period CSV includes issued invoices and credit notes (negative rows) with net/VAT/gross, customer, and source-invoice links. Invoice lines CSV gives one row per line for ledger import.
Dashboard activity
Dashboard is the home screen for today. See Use the Dashboard for the full walkthrough.
- What’s on today? — your assigned job sheets and note reminders for today, with Open schedule into Work Schedule
- This week — pipeline counts: active quotes (or reminders for field staff), active jobs, jobs done in the last seven days, plus works orders needing attention
- Recent activity — notes, mentions, likes, and file uploads with links back to each record
You do not need Reports open to stay in sync; use Reports when you need period totals or CSV exports.
Related how-to guides
- Use the Dashboard
- Download accountant reports
- Share exports with your accountant
- Download your reports summary (CSV)
- Mark an invoice paid