Pick a date range
- Click the date button in the top right. It starts on This Month each time you open Reports.
- Pick This Week, Last Week, This Month, Last Month, This Quarter, This Year or Last Year.
- For any other dates, pick Custom Range, set the Start Date and End Date, and click Apply.
The dates you picked show under the page title. Weeks start on the day your shop's calendar starts. Where a tile shows a change, it compares with the same length of time just before.
The tabs
- Overview, Revenue, Payments and Invoices: what you billed, what you were paid and what is still owed. See Revenue, payments and invoices.
- Sales Tax: tax invoiced and tax collected by week or month. See Sales tax report: weekly and monthly tax figures.
- Services and Materials: what sells, and what the materials on your jobs cost. See Services and materials reports.
- Leads and Attribution: where leads come from and how many become sales. See Leads and campaign performance and The Attribution report.
- Staff: jobs, hours, pay and commission per person. See Staff report: jobs, hours, pay and profit.
- Custom: describe a report in your own words and Wrapstart AI builds it. See Build a custom report with AI.
- AI Insights: the daily summary of what needs your attention. See AI Insights and the daily email.
To download a tab, see Export report data.
Who can see Reports
Reports comes with your plan. Custom and AI Insights need a plan that includes them. A team member needs a role with access to Reports; see Team roles, invites and permissions in depth.
Good to know
The Wrapstart app has a simpler Reports screen under More, for This month, Last month or This year: money in, what's still owed, how it's going and what's selling. Pull down to refresh. For tabs and downloads, use the web.