Revenue Reports
Accessing Reports:
1. Go to Reporting section
2. Select "Revenue Report"
3. Choose date range
4. View report
Revenue Report Includes:
- Total revenue for period
- Revenue by service
- Revenue by branch
- Revenue by payment method (cash/card)
- Daily revenue breakdown
- Monthly comparison
Export Options:
- Download as PDF
- Download as Excel
- Print directly
- Email report
Revenue Breakdowns:
- By Date: Daily totals
- By Service: Which services generate most
- By Branch: Branch-wise performance
- By Operator: If tracking individual performance
- Payment Method: Cash vs Card
Use Cases:
- Accounting and taxes
- Performance analysis
- Trend identification
- Budget planning
Job Performance Reports
Job Completion Report:
1. Go to Reporting section
2. Select "Job Report"
3. Choose:
- Date range
- Branch filter (optional)
- Operator filter (optional)
4. Generate report
Report Shows:
- Total jobs
- Completed jobs
- Cancelled jobs
- Average job time
- Jobs pending payment
- Jobs paid
Performance Metrics:
- Completion rate (%)
- On-time completion %
- Average service time per job
- Peak hours/days
- Busiest branch
Filters Available:
- Date range
- Branch
- Operator
- Service type
- Payment status
Export Options:
- Excel
Payment Reports
Payment Report:
1. Reporting section
2. Select "Payment Report"
3. Date range
4. Generate
Shows:
- Total payments received
- Cash payments total
- Card payments total
- Average payment
- Payments by date
- Outstanding balance
Details:
- Daily payment summary
- Payment method breakdown
- Customer-wise payments
- Job-wise payments
- Refunds issued
Trends:
- Payment patterns
- Peak payment times
- Collection rate
- Outstanding aging
Export:
- PDF format
- Excel spreadsheet
- Print ready