Reports & Dashboards

Why your dashboard looks different from a coworker's, how to read the numbers on it (goals, pace, month over month, year over year), and how to make it yours: move, resize, remove and add widgets, switch to another dashb...

Custom Reports lets you build a report from almost anything in Suprata: jobs, invoices, payments, agreements, reservations, workflows and more. Compare periods, save the report to run again, or describe what you want in...

How to actually read the Billing & Sales Report — what each column means, the difference between billed and paid, and how to use date filtering without misleading yourself.

The Business Unit Revenue report splits revenue by the shop that did the work. It also lists money one shop took in for another, so you can settle between locations at month end. Its totals match the company-wide reports...

Reading A/R aging buckets so you know which customers to call today, which to call this week, and which to write off. Triage logic, not just a column reference.

What a statement of account is, when to send one, what it should include, and how customers actually use it.

Using Suprata's tax reports to file sales-tax returns. Which numbers map to which boxes, the difference between accrual and cash bases, and the audit trail you should keep.

What every number on the Auto Glass Performance dashboard means, how it is worked out, and what to do when one of them moves the wrong way.