Reports
Reports turn the data your crew already records — attendance, daily reports, purchases, ledgers — into read-only financial dashboards that answer “are we making money, and who owes what?”
Everything lives on one screen with a tab per report. Each tab is a live query over your own data — there is nothing to build or refresh. You only see the tabs your role is allowed to open, and the first one you can see opens by default.
The reports
Some reports are always available; others appear only when the matching add-on is active, so a company that does not use, say, equipment rental never sees an equipment tab.
| Report | Answers | Needs |
|---|---|---|
| Project profit | Revenue minus real labour and material cost, per project, with margin. | Always |
| Worker balance | Per worker: earned, bonuses, advances, payouts, fines and current balance. | Always |
| Client balance | Per client: deposits in, charges out, and the net balance — split by project. | Always |
| Payroll summary | Posted and voided payroll runs in a period, with wages posted and cash paid out. | Always |
| Materials by project | Purchase lines attributed to a project — item, quantity, net and sale. | Purchases |
| Inventory valuation | Current stock per item and location, valued at catalog net and sale prices. | Inventory |
| Equipment | Utilisation and rental revenue per item, with a category roll-up. | Equipment |
| Subcontractors | Cost, client billing, margin and amount paid per subcontractor. | Subcontractors |
How reports behave
Most reports take a From / To window. Leave both blank for all-time, or set one side for an open-ended range.
Reports never change your data. Rows link back to the project, worker or client so you can drill in and fix the source.
Each report has its own view right. Office and management roles get them; workers and clients are sent to their own areas.
Net (purchase) and sale columns follow the same price rights as everywhere else, so cost stays hidden from roles that should not see it.