How to download your JobSheet reports summary (CSV)
Steps
- Sign in to your workspace.
- Open Reports from the sidebar or More menu.
- Choose a Period (month, tax year, quarter, last 30/90 days, all time, or custom range).
- Wait for the summary to load.
- Under Exports, choose Summary CSV.
What is in the summary
On screen and in the CSV you see three sections:
Money — GBP totals when applicable:
- Money in (marked paid) — invoices you marked paid (proforma excluded)
- Credit notes (issued) — credit notes issued in the period
- Net money in — paid invoices minus credit notes
- Waiting to be paid — outstanding sent/draft invoices
- Overdue — sent invoices past due date
- Quoted (sent or accepted) — quote pipeline value in the period
Quote to cash — funnel from quotes to paid invoices (on screen only; summary CSV includes the key GBP rows above).
Jobs — Jobs done, Open job sheets, and New customers (customers added in the period). Jobs done counts visits marked Done or Finished.
The CSV uses a customers column for the new-customer count — the same number shown as New customers on screen.
The CSV is a management snapshot, not a full transaction ledger.
Tips
- Mark invoices paid when money lands so Money in (marked paid) stays accurate. You can add an optional Payment reference (optional) when marking paid.
- For your bookkeeper, use the dedicated accountant exports (invoice register, VAT period, invoice lines) — see below.
- Dashboard shows today’s activity without opening Reports.