Reports

The Reports page surfaces business metrics (revenue, jobs, client activity, team performance) and exports them as CSV. Everything rolls up by month or year and filters by client or brokerage.

Where to find it

Sidebar: Reports.

Requires Invoices: Read or Invoices: Manage permission. Hidden from users whose role doesn't include it.

Toolbar

Top of the page:

• Month picker - prev/next arrows around a month button. Click to pick any past month. Can't pick a future month.
• Brokerage filter - narrow results to one brokerage, or "All Brokerages."
• Client filter - narrow to one agent, or "All Clients."
• Generate Report button - opens the CSV export dialog.

All KPIs, charts, and breakdowns below respect these filters.

Top KPI cards

Four business KPIs for the selected month:

• Revenue - recognized revenue in the period.
• Cash Collected - payments actually received.
• Jobs - job count created in the period.
• Avg Order Value - revenue / jobs.

Each card shows the value plus a comparison to the previous month (up/down arrow + %).

Revenue chart

A line chart comparing revenue for the current month against the previous month (or current year vs last year).

Toggle between Month (daily) and Year (monthly) views with the scope switcher above the chart.

Client KPI cards

Four client-focused KPIs:

• New Clients - first-time clients this period.
• Active Clients - clients with orders in the period.
• Revenue Per Client - revenue / active clients.
• Outstanding Balance - total unpaid across all open invoices.

Breakdown tabs

A card with five breakdown tables, scoped to the selected Month or Year (toggle in the card header):

• Services - each service name, order count, revenue.
• Top Agents - ranked list of agents by revenue. Columns: rank, agent, brokerage, jobs, revenue. Top 15.
• Team - your photographers ranked by jobs and revenue. Columns: photographer, jobs, revenue, avg per job.
• Payments - payment method breakdown (Card, Cash, Check, Bank Transfer, Other). Columns: method, transactions, total, share %.
• Inactive Clients - clients who haven't ordered recently. Columns: client, email, last order, days inactive. Limited to the 20 longest-inactive.

Switch between tabs with the tab row at the top of the breakdown card.

Generating CSV reports

Click Generate Report (top-right) to open the export dialog.

Report types

Pick one from the dropdown:

Date range

Use the presets (Last 7 / 14 / 21 / 30 / 60 / 90 days, or Last year) or pick a custom range on the two-month calendar.

Click Apply, then Get Report. A CSV downloads to your computer. Filename includes the report type and date range.

Permissions

• Invoices: Read or Invoices: Manage - see the page, KPIs, charts, and breakdowns. Also required to generate CSV exports.

Missing the Reports entry in the sidebar? Your role doesn't include the Invoices permission, so ask an admin with Roles: Manage.