Financial Reports

Comprehensive financial analysis and profit tracking

Report Configuration

Report Period

Employee Cost Filter

Select specific employees to include in cost calculations, or leave blank for all employees with time tracking data.

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No employees found with time tracking data

employee(s) selected

Analyzing financial data...

Total Revenue

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Jobs Completed

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Gross Profit

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Working Days

Monday - Saturday

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Revenue Breakdown

Parts Revenue:
Labor Revenue:
Total Revenue:

Cost Analysis

Parts Cost:
Employee Cost:
Total Costs:

Profit Distribution

Profit by Type

Parts Profit (Shop 100%):
Labor Profit:
Total Gross Profit:

Employee Costs (Time Tracking Based)

David's Share (50%):
Shop's Share (50%):
Total Employee Cost:

David's Net Profit

60% labor - 50% employee costs

Shop's Net Profit

40% labor + 100% parts - 50% employee costs

Parts Analysis

Parts Margin:
Parts Owed (Jobs):
New Parts Requests:

Employee Time Tracking Details

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Total Employee Cost:

Period Summary

Start Date:

End Date:

Total Days:

Working Days:

Jobs Completed in Period

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No Report Generated

Select a date range and click "Generate Report" to view financial data.

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Report Generated Successfully

No paid invoices found for the selected date range ( to ).

1. Complete vehicle workflows (Intake โ†’ Diagnostic โ†’ Quote โ†’ Job)
2. Create and mark invoices as "Paid"
3. Return here to generate reports with data