Reports
The Reports hub
Every report MoveBoard has, by area — find one by typing, pin your favourites, and see what's coming next.
- 2 min read
- Checked against MoveBoard
- For owners & admins, sales
Reports in the menu opens Your Business: every report, grouped by area, each a card with one line on what it tells you.
Before you start
You need Can see Reports tab as admin (company admins always have it). Some reports need one more permission — the hub only shows the ones you can open:
| Permission | Reports it opens |
|---|---|
| Can see Income Report | Revenue Overview, Revenue by Service, Payments & Outstanding Balances, Taxes, Average Booking Value, Estimate Accuracy, Material Profitability, Lead Acquisition Costs, Customer & Account Value |
| Can see Payments Collected Report | Payments Collected, Deposits, Refunds & Voids, Credit Card Fees, Payment Methods |
| Can see the payroll tab | Payroll by Employee, Payroll by Pay Period, Commission Details |
| Can see storage tab | the six Storage reports |
| Can see Claims Tab | Crew Claims Score |
| Can see trip profit and settlements | Trip Profitability, Driver Settlements, Carrier & Agent Statements |
The areas
Sales, Bookings, Revenue & Money, Operations, Packing & Materials, Payroll & Commissions, Storage, Long Distance, Marketing, Customers, Communication, Tasks, Inventory and Office Performance. The row of areas under the search jumps to one; Ready now hides the reports still to come. Each area says how many reports are ready.
Find a report
Type in Find a report — conversion, tips, packing…. Every word you type must appear in the report's name, an earlier name, its line or its area — so "income" finds Revenue Overview, and "aov" finds Average Booking Value.
Pin your favourites
Press the star on a card (Pin to the top) — or on a report's own page (Pin to your reports). Pinned reports sit at the top of the hub under Pinned, on any device you sign in on. Recently viewed shows the ones you opened lately in this browser.
Coming next
Cards marked Coming next are reports on the plan. They say what they will tell you; they don't open yet.
Open a report
Click a card. Its page has the period, comparison, filters, figures, chart and table — see Read a report.
Related guides
- ReportsRead 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.
- ReportsExport a reportDownload any report's table as a CSV file for a spreadsheet or your bookkeeper — with the period and filters you chose.
- ReportsSee 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.
- ReportsSales reportsLeads, conversion, the funnel, the pipeline, lost leads, response time and each salesperson's numbers — the eight Sales reports.
- ReportsRevenue & money reportsRevenue, payments collected, balances, payment methods, deposits, refunds and voids, tips, card fees, discounts and taxes — and who can see each.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.