Build one
- Under Describe your report, type what you want, for example "Commissions Luther earned on PPF jobs from June 1 to today". Or click one of the suggestions, such as Cash collected by payment method last month.
- Wrapstart AI builds it: totals at the top, then a chart and a table.
- Not quite right? Type a follow-up, like "only paid invoices" or "show it by week", to change the same report.
Put the dates in your request. The Custom tab doesn't use the date range at the top of the page, and a request with no dates covers all time.
What it can report on
Invoices, invoice lines, payments received, staff commissions, jobs and bookings, quotes, leads and staff time. It can count, total, average or find the highest and lowest, split by up to two things (like staff and month), and filter by almost any detail.
Save, download and delete
- Click Save to keep a report. Saved reports show as buttons above it and always run on your latest data. After a change, click Update.
- Click CSV to download it.
- Click + New report to start another.
- To delete a saved report, click its bin icon, then Delete?.
Saved reports are private to the person who saved them.