How reports work

A report is a question asked of the whole account at once.

Everywhere else in EyeOnTask you are looking at one thing: one job, one invoice, one person’s month. That is the right view when you are doing the work. It is the wrong view when the question spans all of them — every job a fieldworker finished last month, every invoice still unpaid, what one item cost over a quarter. The Reports section is where those questions are asked.

Main menu → Reports

A report is a type plus its filters

There is no fixed list of reports in an account. There is a catalogue of report types — time spent on jobs, check in and check out, travel, invoices, stock movement — and each type is a shape: the columns it returns and the questions it will accept.

What makes it your report is the filters you set on it: which dates, which people, which client, which columns to show. The same type answers a different question every time those change.

So building a report is always the same three steps — pick the type, set the filters, generate it — and they are the same whichever report you are after. Those steps are covered once, in generating a report.

The two halves of the screen

Reports opens with the reports you have saved running down the left, and whatever you are working on filling the rest of the screen.

A report you save is not a saved copy of the numbers. It is the question, kept — the type and the filters that were set on it — so a report someone builds carefully once can be reopened by name rather than rebuilt from the catalogue every time. That, and having it arrive by email without anyone opening the app, is in saved reports and auto email.

Reports and the figures on a record

Some of what a report returns can also be read one record at a time, and the two are not in competition.

A person’s Payroll Timesheet and their attendance are that person’s hours, on their own record, which is where you go when you are about to pay them. The Reports section is the same kind of figure asked across everybody at once, over a range you choose, in a form you can export.

Go to the record when the question is about one person or one job. Come here when the question is about the month.

The pages in this section

• Generating a report — the catalogue, the filters, Generate, Print and Export.
• Saved reports and auto email — keeping a report by name and having it sent on a schedule.
• Job Time vs Estimate — what a job was estimated at against what it took.
• Fieldworker Check In/Check Out Report — attendance across a team over a range.
• Travel reports — distance travelled, measured from job addresses or from GPS.
• Job Report — every job, cut by status, people, dates, client, site, tags and equipment.
• Invoice Report — invoices over a range, by type and client.
• Client Receivable Report — what each client owes, and how long it has been owed.
• Inventory Item Detail Report — one item’s movement over a range.
• Stock Movement (In - Out) — what came in and went out over a period.
• Current and projected stock — what you hold, what is promised, and what is left.
• Sales by Product and Services — what each product and service sold in a period.
• Today’s Recurring Report — whether today’s recurring jobs and invoices were created.
• Expenses Report — every expense over a period, and which job it belongs to.
• Email Log Report — whether the emails you sent actually arrived.
• Tax Report — the tax you charged and the tax you paid, over a period.
• Supplier Report — what you owe each supplier.
• Purchase Order Report — every order raised, its status and what is due.
• Purchase Order Item Report — those orders broken down to their lines.
• Payment Received Report — the money that actually came in.