View Revenue and Payment Reports

How to access revenue dashboards, track payments, filter by date range, and export report data to CSV for offline analysis.

Written by Julian ParkUpdated over a month ago8 min readBeginner

What this guide covers

This guide walks you through the reporting section of JobsiteOn. You will learn how to open the revenue dashboard, read the key metrics, track payments, apply date range filters, and export data to CSV. Reports give you a clear picture of your company's financial health without leaving the platform.

Before you begin

You need Owner, Admin, or Dispatcher permissions to view reports. Technician accounts do not have access to the reporting module.
Reports reflect real-time data from your workspace. Make sure your invoices and payments are up to date for accurate numbers.
If you sync with QuickBooks, the reporting module shows JobsiteOn data only. Refer to QuickBooks for consolidated accounting reports.

Understanding the reporting page

Navigate to /reporting from the left sidebar. The reporting page is organized into sections:

Revenue Overview -- headline metrics showing total revenue, outstanding amounts, and paid amounts for the selected period.
Payment Tracking -- a breakdown of payments by status (paid, pending, overdue).
Revenue Chart -- a visual timeline of revenue over the selected date range.
Recent Transactions -- a table of the most recent invoices and payments.

Step 1: Read the revenue overview

The top of the reporting page shows three summary cards:

Total Revenue

The total dollar amount invoiced during the selected date range. This includes all invoices regardless of payment status.

Outstanding

The sum of all invoices that have been sent but not yet paid. This number helps you understand your accounts receivable at a glance.

Collected

The total dollar amount actually received as payments during the selected period. Compare this to Total Revenue to understand your collection rate.

Tip: A large gap between Total Revenue and Collected suggests you may have overdue invoices that need follow-up. Check the Payment Tracking section for details.

Step 2: Track payments

Below the revenue overview, the Payment Tracking section breaks down invoices by payment status:

Paid -- invoices that have been fully paid.
Pending -- invoices sent to the customer that are within their payment terms.
Overdue -- invoices past their due date with no payment recorded.
Partially Paid -- invoices where the customer has made a partial payment.

Each status row shows the count of invoices and the total dollar amount. Click any status row to filter the Recent Transactions table to only invoices in that state.

Understanding overdue invoices

Overdue invoices are calculated based on the due date set on each invoice. If an invoice's due date has passed and no payment has been recorded, it appears in the Overdue category. Review overdue invoices regularly and send payment reminders from the invoice detail page.

Step 3: Use date range filters

All metrics on the reporting page respect the date range selector in the top-right corner.

Preset ranges

Click the date range button to choose from:

Today -- just today's activity.
This Week -- Monday through today.
This Month -- the first of the current month through today.
Last Month -- the full previous calendar month.
This Quarter -- the current fiscal quarter.
This Year -- January 1 through today.
Last 30 Days -- a rolling 30-day window.
Last 90 Days -- a rolling 90-day window.

Custom date range

Click the date range button.
Select Custom Range.
Pick a Start Date and End Date from the calendar picker.
Click Apply.

All cards, charts, and tables update immediately to reflect the selected period.

Note: When you change the date range, the URL updates to include the selected dates. You can bookmark or share the URL to return to the same view later.

Step 4: Read the revenue chart

The revenue chart plots invoiced revenue over time for the selected date range.

Daily view appears when the range is 30 days or fewer.
Weekly view appears for ranges between 31 and 90 days.
Monthly view appears for ranges longer than 90 days.

Hover over any bar or data point to see the exact dollar amount and date. The chart helps you identify seasonal trends, slow weeks, and growth patterns.

Comparing to previous periods

Some chart views include a faded comparison line showing the equivalent previous period (e.g., this month vs. last month). This comparison is automatic and helps you gauge whether revenue is trending up or down.

Step 5: Review recent transactions

The Recent Transactions table at the bottom of the page lists individual invoices and payments in reverse chronological order.

Each row shows:

Invoice Number -- the document identifier.
Customer -- the contact name on the invoice.
Amount -- the total invoiced amount.
Status -- Paid, Pending, Overdue, or Partially Paid.
Date -- the invoice date.
Payment Date -- when the payment was recorded, if applicable.

Click any row to open the invoice detail page at /invoices/[slug].

Sorting and searching

Click any column header to sort the table. Use the search bar above the table to filter by invoice number or customer name.

Step 6: Export to CSV

Set the date range and any status filters to narrow the data you want.
Click the Export button in the top-right area of the reporting page.
Choose Export to CSV.
The file downloads immediately to your browser's default download location.

The CSV includes all rows visible in the current filtered view, with columns for invoice number, customer name, amount, status, invoice date, due date, and payment date.

Using the export

Open the CSV in Excel, Google Sheets, or any spreadsheet application.
Use the data for offline analysis, accountant reviews, or board reports.
The export reflects the exact filters and date range active at the time of export.

Tip: Schedule a monthly routine to export the previous month's data. This creates an archive of financial snapshots you can compare over time.

Best practices

Review reports weekly. A quick check each Monday helps you catch overdue invoices and revenue gaps early.
Use date range presets for consistency. When comparing periods, use the same preset (e.g., always "This Month" for monthly reviews).
Follow up on overdue invoices promptly. Click into the Overdue status row and send payment reminders from each invoice detail page.
Export before financial reviews. Give your accountant or bookkeeper a CSV export rather than screenshots.
Pair with the dashboard. The /dashboard financial snapshot gives a quick overview. Come to /reporting for the deeper breakdown.

Troubleshooting

Revenue numbers do not match my expectations

Check the date range. A common issue is having the wrong period selected.
Verify that all invoices for the period have been created in JobsiteOn. If invoices are missing, the totals will be understated.
Confirm that payments have been recorded. Unrecorded payments show invoices as outstanding.

The export file is empty

Make sure the current date range and filters have matching data. An empty export means no invoices match the active criteria. Widen the date range or remove status filters and try again.

The chart is not showing data for the selected range

If no invoices exist in the selected period, the chart appears empty. This is expected behavior. Create or backdate invoices if you need historical data to appear.

Overdue count seems too high

Check if any invoices have incorrect due dates. Open each overdue invoice and verify the due date is correct. Also confirm that recorded payments were applied to the right invoices.

I cannot see the reporting page

Technician accounts do not have access to reporting. Ask an Admin or Owner to share the data you need, or request a role change.

FAQ

Does reporting include QuickBooks data?

No. The reporting module shows data from JobsiteOn only. For consolidated financials, use QuickBooks reports.

Can I schedule automatic report exports?

Automated scheduled exports are not yet available. Set a calendar reminder to export manually on a regular cadence.

Are reports available on mobile?

The reporting page is accessible on mobile browsers but is optimized for desktop viewing. Charts and tables are easier to read on larger screens.

Can I see reports by team member?

Team-level breakdowns (revenue by technician, jobs per dispatcher) are planned for a future release.

How far back does reporting data go?

Reports include all data since your workspace was created. There is no data retention limit.

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