Dashboard & Reports

Monitor your business health with WorkSnap Pro's dashboard and reporting tools.

Dashboard Overview

Your dashboard provides an at-a-glance view of business performance:

• Key financial metrics
• Recent activity
• Tasks requiring attention
• Quick actions

Dashboard Metrics

Summary Cards

Top-level metrics displayed:

Metric	Description
Outstanding	Total unpaid invoice value
Overdue	Invoices past due date
Paid This Month	Revenue collected this month
Sent This Month	Invoices sent this month

Jobs Overview

• Active jobs count
• Jobs starting this week
• Overdue jobs

Estimates Pending

• Estimates awaiting response
• Estimates expiring soon
• Conversion rate

Dashboard Customization

Rearranging Tiles

1. Click Edit Dashboard or drag icon
2. Drag and drop tiles
3. Resize as needed
4. Save layout

Adding/Removing Tiles

1. Click Edit Dashboard
2. Click Add Tile
3. Choose from available widgets
4. Or click X to remove tiles

Available Widgets

• Revenue chart
• Outstanding invoices
• Recent payments
• Active jobs
• Customer activity
• Calendar/schedule
• Quick actions

Reports

Access detailed reports from the Reports section.

Navigating to Reports

1. Click Reports in main menu
2. Choose report category
3. Set date range and filters
4. View or export report

Financial Reports

Profitability Report

Understand your margins:

Metric	Description
Revenue	Total invoiced
Costs	Expenses/labor
Gross Profit	Revenue - Costs
Margin %	Profit / Revenue

Filter by:

• Date range
• Customer
• Job
• Service type

Revenue Report

Track income over time:

• Monthly/quarterly/yearly views
• Compare periods
• Trend analysis
• Revenue by customer

Accounts Receivable (A/R) Report

Track money owed to you:

Aging Bucket	Days Outstanding
Current	Not yet due
1-30 days	Slightly overdue
31-60 days	Moderately overdue
61-90 days	Significantly overdue
90+ days	Severely overdue

Helps prioritize collections.

Tax Reports

Tax Summary

Track taxes collected:

• Total tax collected
• Tax by rate
• Tax by period
• Tax liability

Use for:

• Sales tax filing
• Quarterly estimates
• Year-end preparation

Tax Export

Export tax data:

1. Go to Reports > Tax Summary
2. Set date range
3. Click Export
4. Download for accountant

Payment Reports

Payments Received

View all payments:

• Date and amount
• Payment method
• Customer
• Related invoice

Filter by:

• Date range
• Payment method
• Customer

Payment Fees Report

Track processing costs:

Processor	Fees Paid
Stripe	$XXX.XX
PayPal	$XXX.XX
Square	$XXX.XX
Total	$XXX.XX

Understand true payment costs.

Customer Reports

Customer Summary

Overview of customer activity:

• Total invoiced per customer
• Payment history
• Outstanding balances
• Jobs completed

Top Customers

Identify best customers:

• Ranked by revenue
• Payment reliability
• Repeat business

Job Reports

Job Profitability

Analyze job performance:

Metric	Value
Estimated	$5,000
Invoiced	$5,500
Paid	$5,500
Costs	$3,200
Profit	$2,300
Margin	42%

Compare across jobs to identify most profitable work.

Job Status Report

Track job pipeline:

• Active jobs
• On hold
• Completed this period
• Cancelled

Follow-up Analytics

Track automation effectiveness:

Quote Nudge Performance

• Estimates nudged
• Conversion rate
• Revenue influenced

Payment Reminder Performance

• Reminders sent
• Payments recovered
• Average collection time

Exporting Reports

Export Formats

Format	Use Case
CSV	Spreadsheet analysis
PDF	Printing, sharing

Exporting

1. Generate the report
2. Click Export
3. Choose format
4. Download file

Scheduled Reports

Set up automatic report delivery:

1. Go to Reports > Scheduled
2. Click New Schedule
3. Select report
4. Set frequency (weekly, monthly)
5. Enter email recipients
6. Save

Report Filters

Common filters across reports:

Filter	Options
Date Range	Custom, This Month, Last Month, This Year, etc.
Customer	All or specific
Job	All or specific
Status	Various statuses

Using Reports Effectively

Weekly Review

• Check A/R aging
• Review overdue invoices
• Follow up on outstanding

Monthly Review

• Profitability analysis
• Revenue trends
• Payment method breakdown
• Tax collection

Quarterly Review

• Customer analysis
• Job profitability
• Process improvements
• Tax preparation

Year-End Review

• Annual revenue
• Tax summary
• Top customers
• Growth analysis

Best Practices

1. Review regularly - Weekly dashboard check minimum
2. Act on insights - Follow up on overdue accounts
3. Compare periods - Spot trends and issues
4. Export for records - Keep historical data
5. Share with team - Align on performance

Troubleshooting

Data Looks Wrong

• Check date range settings
• Verify filter selections
• Refresh the page
• Clear browser cache

Report Won't Load

• Try smaller date range
• Check internet connection
• Contact support if persists

Export Failed

• Try different format
• Reduce date range
• Check download permissions

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Congratulations! You've reached the end of the WorkSnap Pro Help Center.

For additional assistance:

• In-app support - Access help from within WorkSnap Pro
• Contact us - Reach our support team
• Updates - Check for new features regularly

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