Navigation: Reports > Sales and Payments > Sales by Operation
Columns | Descriptions |
Operation | Operation or service name (e.g. maintenance, design/build, tree service, etc.) If None are selected, all will be included in the Report. |
Total Revenue Billed | Sum of total price for all Jobs in completed and approved stages |
Last Year Revenue | The Total Revenue Billed column but going back one year from the date range you are using (e.g., 1/24/26 – 2/24/26, i.e., the current date range minus one year). |
Last Period Revenue | Total Revenue Billed column but going back the "range" from the date range you are using. (e.g. You have a date range of May 10 to May 20, 2026. The period that the query will now pull will be 10 days before that, so May 1st to May 10th 2026.) |
Total Payments | The sum of all payment records excluding refunds |
Total Costs | The sum of COGS, Purchase Orders, and Expenses |
Profit % | (Total Revenue Billed - Total Costs) divided by Total Revenue Billed |
Additional Notes
How the date range filters data. The report uses different dates to decide which data falls inside your date range: the start time of Visits, the effective date of Purchase Orders, and the invoice date of Invoices. Because of this, figures such as Total Costs only populate once a Job has a start/stop date.
Deactivated Operations are excluded. Revenue tied to a deactivated (inactive) Operation does not display on this report. This can cause the totals here to differ from reports that are not tied to Operations (for example, Sales by Customer Type), where that revenue would still appear.
Total Payments vs. Total Revenue Billed. These two columns can legitimately differ. Total Revenue Billed reflects Jobs in completed and approved stages, while Total Payments includes payments on all visits with a start date in the date range (including active-stage visits) and can include payments made outside the date range. A difference between the two is expected and does not necessarily indicate an error.
One Operation per Job. A Job can be assigned to only one Operation, so this report cannot break sales down by individual item operations.