Know what’s working before the month ends.
These guides cover the Reports page and its date ranges, revenue, payments and invoices, the sales tax report, services and materials, leads and campaign performance, the Attribution report, the staff report, building a custom report with AI, and exporting your data. The AI Insights tab is covered in the Wrapstart AI section.
Money
The Reports page and date ranges
Where every business number lives: revenue, payments, invoices, sales tax, services, leads, staff and custom reports, for any date range.
02Revenue, payments and invoices
What the Overview, Revenue, Payments and Invoices tabs show: money billed, money received, money still owed and how fast you get paid.
03Sales tax report: weekly and monthly tax figures
Find the tax you invoiced and the tax you collected by week or by month, split by rate, and export it for filing.
Sales and leads
Services and materials reports
See which services bring in the most money, who buys them, and what the materials on your jobs really cost.
05Leads and campaign performance
See how many leads came in, where from, how many became sales and which ad campaigns brought paying customers.
06The Attribution report
See every website visit, form, booking and deposit with the channel and campaign behind it, first touch or last.
Team and your own reports
Staff report: jobs, hours, pay and profit
See jobs, hours, pay, commissions and the profit each team member brings in for any date range.
08Build a custom report with AI
Ask for any report in your own words, like commissions by staff this quarter, and save it to run again on live data.
09Export report data
Download report tabs as CSV files for your accountant or a spreadsheet.