Running Reports

Overview

Reports help you analyse your business performance, track team productivity, monitor client activity, and prepare data for accounting or payroll purposes.

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Accessing Reports

Navigate to Reports from the sidebar menu.

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Available Reports

Report	Description
Job Summary	Overview of jobs by status, client, or date range
Team Hours	Total hours worked by each team member
Client Activity	Jobs and revenue per client
Timesheet Export	Detailed time entries for payroll processing
Contract Status	Active, expiring, and expired contracts
Task Completion	Cleaning task completion rates and details

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Running a Report

1. Select the report type from the list
2. Set your date range
3. Apply filters (client, team member, status, etc.)
4. Click Generate Report
5. View results on screen or export to file

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Filtering Reports

Most reports support these filters:

• Date Range - Start and end dates for the report period
• Client - Include only specific clients
• Team Member - Focus on individual staff
• Site - Filter by specific locations
• Job Status - Include completed, scheduled, etc.

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Exporting Reports

Export your reports in various formats:

Format	Best For
PDF	Printing, sharing with clients, archiving
Excel (XLSX)	Further analysis, accounting software import
CSV	Importing into other systems, payroll software

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Scheduling Regular Reports

Set up automatic report generation:

1. Configure the report with your preferred filters
2. Click Schedule Report
3. Choose frequency (Daily, Weekly, Monthly)
4. Select recipients to email the report to
5. Save the schedule

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Understanding Report Data

Key metrics explained:

• Total Hours - Sum of all time clock entries
• Billable Hours - Hours that can be invoiced to clients
• Job Count - Number of jobs in the period
• Completion Rate - Percentage of jobs completed vs scheduled
• Task Completion - Percentage of tasks marked complete