Crewato

Run reports

See your sales, tax, payments, and outstanding invoices.

Before you start

  • Reports are available to everyone except technicians; profit margins needs Pro and manager-level access.

Open Reports from the left menu for a hub of financial and operational reports.

Available reports

  • Sales summary — billings over time, by customer and line-item type.
  • A/R aging — outstanding invoices bucketed by how overdue they are.
  • Payments — cash collected by method, with a monthly trend.
  • Sales tax — taxable sales and tax collected, for filing.
  • Profit margins (Pro) — billed vs cost by job, technician, customer, and type.

Filter and export

  1. 1
    Open a report from the hub.
  2. 2
    Use the date range selector to choose a period (Sales, Sales tax, and Payments support ranges; A/R aging is a point-in-time snapshot).
  3. 3
    Export the report to CSV or PDF.

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