Working with reports
Included with every subscription
The Reporting page has three report cards.
| Report | The question it answers | Built from |
|---|---|---|
| Income report | What did we invoice over the period, and which valuers and clients did it come from? | Invoices on jobs |
| Resale | Which properties in an area sold more than once in the period, and for how much each time? | Sales records, yours and the Valuer General's |
| Time tracking | What did the company spend its time on, and how much of it was billable? | Time entries |
The Time tracking card only appears when time keeping is turned on for your company, which needs the Enterprise subscription. The other two come with every subscription.
Before you start
- Open Reporting from the main menu. Your role needs See the reports menu to see it there, and Print management reports to open the income and resale reports. The time tracking report needs View time keeping reports instead. Set up users shows how an administrator gives you a role that has them.
- The income report only shows a job once it has an invoice. If your company has not started invoicing from VOW yet, do Set up invoicing first.
The lessons in order
Each report stands on its own, so take the lessons in any order.
For every control and column, see the Income report, Resale report and Time tracking report references.