Reports Overview

Reports shows how your agency is doing: revenue, services, clients, orders, statuses, client balances and coupons.

Overview

This guide covers where Reports is, the tabs, the date range and the export buttons.

Who Can Access

Reports is on every plan. Team members see only the tabs their permissions allow. See Who Can See Which Report.

Step-by-Step Guide

1. Open Reports

   Click Reports under Billing in the sidebar.

2. Pick the dates

   Choose a preset or set a start and end date and click Apply. Reset goes back to this month. One date range applies to every tab.

   

3. Switch tabs

   Use the tabs: Revenue, Services, Clients, Orders, Statuses, Accounts and Coupons. With time tracking on, there is also a Time tab.

4. Export

   The export buttons above the tabs change with the tab. See Export Report Data.

Date Presets

• Today, Last 7 Days, Last 30 Days, This Month and Last Month.
• A custom range can be up to one year.
• The cards compare with the same length of time just before your range.
• The 6-month charts on Clients and Orders always show the last six months.

Frequently Asked Questions