Open AR
$0.00
Reports
Reports Center
User-level access to standard reporting, ad hoc exports, financial dashboards, and invoice operations.
Revenue
$0.00
Shipping Billed
$0.00
Ready To Invoice
0
Saved Builder Reports
0 Ready To Run
Every saved builder report shows up here so you can re-run it quickly. Reports now preserve their chosen search fields and you can change those values each time you run them.
No saved builder reports yet.
Shared team access
Standard Reports
Prebuilt operational and customer-facing reports.
Per-user permission
Report Builder
Build ad hoc exports from jobs, invoices, payments, and customers.
Per-user permission
Accounting Reports
Receivables, revenue, profitability, commissions, and invoice operations.
Per-user permission
Dashboards
Financial summaries, health checks, and KPI snapshots.
Per-user permission
Invoice Reports
Invoice review, payment allocation, and ready-to-bill jobs.