See this month's income

The income report is called Revenue Overview. It shows the revenue from moves in a period: the estimate for jobs still to come and the final total for jobs that are done.

Before you start

You need Can see Reports tab as admin and Can see Income Report (company admins have both). Downloading it also needs Can Export reports.

Open it

1. 1Open Reports.
2. 2Find Revenue Overview under Revenue & Money — or type "income" in Find a report.
3. 3It opens on This month.

Read it

• Moves count by their move date: a move booked in March for May counts in May.
• Compare with sets what the tiles are measured against: vs previous period (last month), vs same period last year, or No comparison.
• Pick another Period — Last month, This quarter, This year — or click the dates and pick the first day, then the last, in the two-month calendar.
• Click a figure to see the orders behind it.

Keep it handy

• Press the star to pin it to the top of the Reports page.
• CSV downloads the table; Print prints the page.
• Or ask Ed, "how much did we make this month?" — see Ask Ed for numbers.

Money on archived orders isn't counted.