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Money

Reports: profit, AR aging & tax

The three numbers that tell you how the business is doing — and how to export them.

4 min read

Reports turns everything you’ve booked and billed into three plain-English views. Pick a period at the top; every section follows it.

app.getjobone.com/reports
The Reports page
Job profitability, AR aging, and a sales-tax summary — with CSV export.
  • Job profitability — revenue minus materials and labor, per job, so you can see what actually makes money.
  • Accounts receivable aging — who owes you, bucketed Current / 30 / 60 / 90+, so nothing slips.
  • Sales tax summary — what you’ve collected, ready for filing.
Tip

Every section has an “Export CSV” link — hand it straight to your bookkeeper or open it in a spreadsheet.

Note

Job profitability uses the cost on your price-book items plus labor from time entries. Add costs to your catalog and pay rates on the Team page to make the margin numbers real.

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