Reports
Income, sales, crews, marketing — every number, and how to read it.
21 guides
- The Reports hubEvery report MoveBoard has, by area — find one by typing, pin your favourites, and see what's coming next. 2 min read
- Read a reportPick the period and what to compare with, narrow it with filters, read the figures, chart and table — and click any number to see the orders behind it. 3 min read
- Export a reportDownload any report's table as a CSV file for a spreadsheet or your bookkeeper — with the period and filters you chose. 1 min read
- Sales reportsLeads, conversion, the funnel, the pipeline, lost leads, response time and each salesperson's numbers — the eight Sales reports. 2 min read
- Bookings reportsWhat was booked and when, how far ahead, where, what was cancelled or postponed, what moved dates, and how full your schedule is. 1 min read
- Revenue & money reportsRevenue, payments collected, balances, payment methods, deposits, refunds and voids, tips, card fees, discounts and taxes — and who can see each. 2 min read
- Operations reportsJobs and truck use, crew hours, on-time arrival, each foreman's results, estimate accuracy and the crews' claims record. 1 min read
- Packing & materials reportsBoxes and materials sold, and how much you really make on them after cost and commissions. 1 min read
- Payroll & commission reportsThe three payroll reports — by employee, by pay period, and every commission line — at a glance. 1 min read
- Storage reportsThe Storage area of Reports — occupancy, move-ins and move-outs, revenue, past-due balances, payments and length of stay. 1 min read
- Long-distance reportsThe Long Distance area of Reports at a glance — tariffs, linehaul and fuel, weight, trips, deliveries, storage in transit, trucks, settlements and IFTA. 1 min read
- Marketing reportsWebsite visitors, campaigns and sources, and what each lead and booking costs you. 1 min read
- Customer reportsNew versus repeat customers, referrals, and the customers and accounts worth the most to you. 1 min read
- Communication reportsTexts, emails, calls, how fast your team answers customers, and what the AI receptionist handled. 1 min read
- Tasks and team performanceTasks made, done and overdue, and each person's leads, quotes, bookings, revenue, replies and tasks side by side. 1 min read
- Inventory reportsVolume and weight by move size, and the items that show up most in your customers' inventories. 1 min read
- See this month's incomeOpen Revenue Overview to see what this month's moves bring in — estimated for jobs still to come, final for jobs done — and compare it with last month. 1 min read
- Lead source costs and ROITell MoveBoard what each lead source costs you — per lead, per month, or both — so the Lead Acquisition Costs report can show cost per lead, cost per booking and ROI. 2 min read
- Archived orders in reportsArchived orders — and the money on them — are left out of every report and dashboard. Payroll is the one exception. 1 min read
- Ask Ed for numbersAsk Ed in plain words — "how much did we make this month?" — and get the answer from the same figures as your reports, within your permissions. 1 min read
- Box Deliveries reportBox orders in a period — sales, delivery fees, refunds, the cost of the boxes and the profit after it, average order and days to deliver — by product, status, city, weekday or order. 1 min read
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.