Reports

A hub for the reports you check most often and the exports your bookkeeper needs, plus a search box into the rest. Eighteen reports live under this one area — this page covers the hub itself, four you can see below in full, and the other fourteen in one table.

Reports /reports money

What it's for: The financial reports and exports you'd reach for weekly, plus Search all reports into the other seventeen.
Controls: Date range for the BAS pack and the TPAR export; date range and basis (Cash / Accrual) for the GST summary.
Buttons: Download BAS pack (ZIP), Download TPAR (CSV), Download payroll CSV, Download full data export. The full data export and the payroll CSV both work even on a read-only account — they're the way you get your data out if you ever stop paying.
On the page: Profit by customer (jobs, invoiced, cost, profit, margin); Work in progress — active jobs you've spent more on than you've invoiced; Price discrepancies — a material that's cost you more than one price, with the spread and whether it's trending up; BAS & tax-time exports; Payroll hours (a timesheet CSV, not a pay run — Jobdeck doesn't calculate pay, tax, super or lodge STP); Full data export; GST summary (collected, paid, net, labelled cash or accrual so it's never ambiguous which one you're looking at).
Takes you to: Search all reports, the catalogue of the other seventeen.

Every report needs the view_money permission — one of twelve permissions that can be given to any member, not only owners and admins. Thirteen of the eighteen also open to the free read-only accountant seat. Four — Business health, Cash forecast, Commission and Accruals & deferrals — need view_money on its own, with no accountant exception. Report builder needs no permission at all: money figures are checked one metric at a time inside it, so a crew lead without view_money can still ask how many jobs got finished this month.

Four you'll actually see

The rest of the catalogue is built to be read, not browsed — see the table below. These four are worth a proper look, because they're the ones you're most likely to open and stay on.

Business health report, showing seven metric cards each against the same stretch of days before it

Business health /kpis money

What it's for: Seven numbers that say whether the business is going the right way — revenue, jobs completed, average job value, quote win rate, first-time-fix rate, returning customers, days to payment — each measured against the same stretch of days immediately before it.
Controls: Period presets (last 4 weeks / 13 weeks / 6 months / 12 months), or your own From/To dates.
On the page: A card per metric. Anything without enough history behind it says so in plain English — never a flattering zero and never a 100% off one quote. A "What this counts" link on every card spells out exactly what it's measuring. Below that, what customers said (star rating and spread) and, if it applies, a card naming what got left out and why your other screens might not match.

Business toolkit, showing three months of profit with sliders for material cost, labour cost and sell price

Business toolkit /business-toolkit money

What it's for: Your last three months of real gross profit, replayed with what-if sliders over materials cost, labour cost and sell price. Not a forecast — it's your own job-costing data, re-run, so you can see how you'd have gone if you'd priced differently.
Controls: Three sliders, −50% to +50% each: materials & supplier cost, labour cost, sell price.
Buttons: Reset to actual.
On the page: A month-by-month bar of adjusted profit and margin, with a marker showing what actually happened. A warning banner if your labour rate is still $0 — labour reads as free and every month's profit looks better than it is until you set one.
Takes you to: Business settings, to set a labour rate.

Job costs report, showing billed amount minus materials, supplier invoices and labour for each job

Job costs /costs money

What it's for: Which jobs made a profit and which ones lost money, once materials, supplier bills and labour are counted against what you billed.
On the page: A card per job: billed to the customer, less materials, less supplier invoices, less labour, equals profit. A flag on any material line with no cost recorded, since that overstates the profit above it. A banner if your labour rate is still $0 and the crew logged real hours on these jobs — the profit figures below are leaving out the whole wage bill.

Overheads and rate, showing the overhead-only, break-even and recommended charge-out rate tiers

Overheads & rate /overhead-costs money

What it's for: Every cost the business carries outside a job — wages, licences, insurance, rego, software, rent — rolled up into what an hour has to sell for before you make a cent of profit. Three prices: what covers the overheads alone, the floor below which a job loses money, and the recommended rate at the margin you've set.
Tabs: Rate — the three tier prices, today's charge-out rate against the recommended one, a per-person and per-pricing-level breakdown, industry benchmarks for your trade and state, and a history of rates you've applied.
Assumptions — hours and weeks worked, utilisation (or the detailed version: leave, sick, RDO, training and weather days lost), target margin, callback and bad-debt allowances, and an on-cost builder for what sits on top of a wage before it's a real cost (super, leave, workers comp, payroll tax).
Costs — the overhead register itself, grouped by category, with one-tap suggestions for plant, licences, test instruments and office wages you haven't costed yet, and what's renewing in the next 90 days.
Bills — the actual supplier bills that have arrived against overhead costs.
Buttons: Use this rate (asks you to confirm, then writes straight into the business charge-out rate or a pricing level); Add a cost, Stop, Delete on the register; Download CSV.

Office wages count as an overhead here, not a billable head — an office wage doesn't inflate a job's labour cost. Without view_money or the accountant seat, the page shows a plain "you don't have access" card rather than a screen of blank figures.

The other fourteen, at a glance

Reached from the Search all reports link above, or the table below. All fourteen need the view_money permission; the "Accountant seat" column says whether the free read-only accountant seat can open it too.

Report	What it shows	Who'd use it	Accountant seat
/report-builder Report builder	Build a report nobody wrote for you — pick a number, break it down by customer, category, zone or person, and export it.	Anyone curious about a number the built-in reports don't already answer.	No permission needed at all.
/scheduled-reports Scheduled reports	Have a chosen report emailed as a PDF on a recurring schedule instead of remembering to open it — weekly aged receivables, monthly job profit.	An owner or bookkeeper who wants a report to just arrive.	Yes
/margin Margin planner	What the last few months would have made at a different margin — move material and labour margin and watch the profit move.	An owner deciding whether a price rise is worth it.	Yes
/cash-forecast Cash forecast	Whether there's enough money coming in over the next few weeks to cover wages, suppliers and overheads going out.	An owner checking payroll is covered.	No
/sales-forecast Sales forecast	What the quotes you've already sent are likely to be worth, month by month, weighted by how often you win them.	An owner planning ahead on likely income.	Yes
/pipeline Pipeline	Are you quoting enough work, and are you winning it — enquiries through quotes through to jobs, as a rate over a period.	An owner checking the sales funnel is healthy.	Yes
/estimate-accuracy Estimate accuracy	How close your quoted hours and costs came to what the job really took, so the next quote is less of a guess.	An owner or estimator tightening up quoting.	Yes
/revenue-by-category Revenue by category	Which kind of work brings the money in — by work type and by job stream — and what share of revenue each one is.	An owner deciding where to focus marketing or hiring.	Yes
/response-times-report Response times	How long customers wait between asking for something and somebody turning up, and how often you hit the target you set.	An owner running a maintenance contract with response-time obligations.	Yes
/asset-cost-report Asset lifetime cost	What a customer's asset has cost to keep running over its whole life, so you can tell them when replacing it beats repairing it again.	An owner advising a customer on repair versus replace.	Yes
/commission Commission	What each person has earned in commission, on which jobs, and what's still to be paid out.	An owner running payroll for commission-based staff.	No
/accruals Accruals & deferrals	Cost you've run up but not yet been billed for, and money taken for work not yet done, spread across the days each one actually covers.	An owner or bookkeeper closing out a period's figures properly.	No
/top-purchases Top purchases	What you spend the most on, which supplier you spend it with, and which items have no price on file.	An owner negotiating trade pricing with a wholesaler.	Yes
/stock-value-report Stock value	What the stock on your shelves and in your vans is worth right now.	An owner keeping track of cash tied up in stock.	Yes