Reports give you a list of your transactions, invoices, mileage and employees for any date range. You can download each one as a spreadsheet or PDF.
Before you start
- Employees need the Reports permission (under Documentation). The company owner always has access.
- Check that your plan includes the report you want:
| Report | Service Pro Lite | Service Pro Standard |
|---|---|---|
| Transaction Report | Yes | Yes |
| Invoice Report | Yes | Yes |
| Mileage Report | No | Yes |
| Employee Report | No | Yes |
1. Open Reports
In the sidebar, go to Documentation → Reports. Use the Search Reports... box or the All, Financial, Operations and Favorites buttons to find a report. Click the star on a report to add it to your Favorites.
Click a report to open it. If your plan doesn't include it, a Report Not Available window opens. Click Upgrade Plan to see your options, or Close.
2. Filter the report
- Type in the Search box to narrow the list.
- Set a From Date and To Date. The table updates straight away.
The table shows 10 rows per page.
3. Download the report
- Under Export as, pick Excel or PDF.
- Click Download.
- The file is saved to your browser's Downloads folder.
The download includes every row that matches your search and dates, not just the page you are looking at. The Excel option saves a .csv file, which opens in Excel, Numbers or Google Sheets.
What each report shows
- Transaction Report: Date, Transaction Details, Amount, Category and Bank Account. Money in shows in green with a +, and money out shows in red with a minus sign.
- Invoice Report: Invoice No, Landlord, Amount, Invoice Date, Deposit Status and Status. Use it to see which landlords have paid you.
- Mileage Report: From, To, Work Order, Traveler, Trip Date, Miles and Amount. Use it to total miles for taxes or billing.
- Employee Report: Employee Name, Contact Info, Role(s), Total Hours and Total Tasks. Total Tasks counts the employee's work orders. Use it to review workload or hours for payroll.
Good to know
- If Download is grayed out, pick Excel or PDF under Export as first.
- If your downloaded file is empty, your search or dates matched nothing. Clear them, check the table shows rows, then download again.
- If the table is empty, clear the search and dates, then refresh the page.
- If you see Module Not Found, that report isn't in your plan. Click Upgrade Subscription or Go Back to Dashboard.
- At tax time, run the Mileage Report and the Transaction Report for the same date range.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.