Chapter 12
Reports
12.1 The reports#
| Report | What it shows |
|---|---|
| Revenue | Invoiced revenue by client, by service type and by month, including tax, so the three add up to the same total |
| Receivables Aging | What each client owes, grouped by how long it is overdue: 0-30, 31-60, 61-90 and 90+ days, with the invoices behind each figure |
| Trip Profitability | Each trip’s value plus its charges, minus its expenses, grouped by client, by truck and by month. Pass-through charges and their costs are shown in their own column, kept out of profit, with any cost not yet recorded flagged |
| Expenses | Expenses by category, by truck and by trip |
| Payments | Payments collected by method, by client and by account |
| Fleet Utilization | Trips per truck, with active and idle days |
| Client Statement | One client’s invoices and payments with a running balance |
- Most reports have “From” and “To” dates. Set them and click “Filter.”
- “Export CSV” downloads the figures to open in Excel. “Print” prints the page.
- All amounts are in your base currency.
12.2 Client statements#
Reports → Client Statement: choose the client, set the From and To dates, and click “Generate.” Use the PDF button to download a statement to send to the client. Amounts are in your base currency, worked out the same way as the Statement tab on the client page.