Accounts Receivable

Generates a list of each customer’s outstanding payments broken down to increments of current, 30 days, 60 days and 90 days. Invoices appear on the report based on the date of the invoice, even if the invoice's job(s) are not completed.
By default, the Detailed A/R report only displays customers with a non-zero (positive or negative) balance.

Crystal Report

Business Analysis Report

Summarizes your company’s financial factors. Note that projects are not included in this report.

Active Report

Campaign ROI

Displays the return on your investment from your campaigns.

Crystal Report

Estimated Job Cost Detail

Displays a forecast of job costing and profitability of scheduled jobs in a defined date range.

Crystal Report

Estimated Job Cost Summary

Displays a forecast of job costing and profitability of scheduled jobs in a defined date range.

Crystal Report

Credit Card Transaction

If Credit Card Processing is enabled, displays all processed credit card transactions in the date range you define.

Crystal Report

Invoice

Generates an invoice for every completed job within your defined date range.

Crystal Report

Job Costing

Job Costing at the summary level.

Crystal Report

Job Costing - Line Item Level Details

A detailed Job Costing report.
Caution: Due to the amount of data contained in this report, it may take some time to open. Please be patient.

Crystal Report

Job PO

Displays every inventory product assigned to a job during the report's date range, along with the job number(s) on which it is being used and the Purchase Order (PO) line item(s) or adjustment from which the stock originated.

Crystal Report

Past Deposits

Displays details associated with payments that were deposited to an accounting package within the defined date range. If desired, these details can include any notes that may have been added from the Deposit Wizard. In addition, the Past Deposits report can include all deposits in the selected date range or be limited to specific deposit IDs.

Active Report

Pending Deposit

Displays all completed payments that have not yet been deposited—i.e., those displayed in the Deposit tab of the Office Duties section.

Active Report

Purchase Order

Displays all Purchase Orders in the selected date range. Only used if you are using the Inventory module.

Crystal Report

QuickBooks Exports Transaction

A detailed transaction report displaying all of your exports to QuickBooks for a defined date range.

Crystal Report

Revenue

Displays projected or actual revenue for your defined date range. The report can be customized to include only revenue based on a particular customer or campaign A campaign is a specific marketing activity. You can define its start date, end date, budget, and related tasks.. This report will use a job's date of service and not the job's invoice date.

Active Report

Service Contract

Generates a listing of all service contracts in the system for your defined date range.

Crystal Report

Service Contract Costing

Generates a listing of all costs associated with service contracts in your defined date range.

Crystal Report

Statements

Generates a summary of invoices created during your defined date range. These reports can be used for general information purposes or as actual bills to be sent to the customer for remittance. Will only include customers with outstanding balances.

Crystal Report

Transaction - By Job Date

Will display all job-related transactions (charges, payments, and adjustments) for completed jobs. Projects will be displayed in the following manner:

• Fixed  project charges will appear on the project's first visit date, if at least one visit is completed.

• Variable project charges will appear on the visit to which they are assigned, if the visit is completed.

Crystal Report

Transaction - By Invoice Date

Will display all transactions present on invoices on the invoice date. Project charges will appear when the invoice is posted (by default, when the final visit of the project is completed).

Crystal Report