Reports

Insight, then Reports. Six sections over a 7, 30 or 90 day window.

Headline tiles

Revenue, invoices, orders placed, and dispatched as a percentage of orders, for the selected window. Revenue is invoiced value, tax inclusive.

Decoration method mix

Units by decoration method. This is the number that tells you what your shop actually is. A shop that thinks of itself as a screen printer and finds two thirds of its units are DTF has a machine investment conversation to have.

Margin

Costed revenue, cost of goods and gross margin, broken down three ways: by day, by decoration method, and by customer (top ten).

Margin is calculated from the cost snapshots on order lines. Lines with no snapshot are excluded rather than counted as free goods, and the page tells you how much of revenue is costed. If this section says there are no costed lines, you need supplier costs on your SKUs or decoration cost estimates.

Read the by-method breakdown first. It is common to find one method is carrying the shop and another is being sold at a price set years ago.

Labour on jobs

Hours booked and labour cost for the window, from closed clock entries only, broken down by staff member, plus the most labour-heavy jobs ranked.

That ranking is the most actionable list in the product. The jobs at the top are the ones to requote, redesign or decline next time.

Margin after labour subtracts every hour booked in the range from gross margin, including hours on jobs whose lines carry no cost snapshot, which is deliberately conservative.

Sales commission

Commission per rep for the window, on the ex-tax value of dispatched orders, using the rate frozen on each order. This is the number to run payroll from.

Top customers

Revenue by customer for the window. Compare it against where your time goes: the mismatch is usually instructive.

Getting the numbers to mean something

Reports are downstream of data entry. Three inputs, in order of impact:

1. Supplier costs on SKUs, or nothing is costed and margin is empty.
2. Labour rates on staff, or clocked hours cost nothing.
3. Staff clocking on and off, or there are no hours to cost.

None of the three is difficult. All three are commonly skipped, and a shop that skips them is back to guessing.

Exporting

Report data can be exported to CSV, and a customer's full activity can be exported from their customer record. For anything more bespoke, the REST API exposes orders, customers and inventory on Premium and above.