Reports
Revenue & money reports
Revenue, payments collected, balances, payment methods, deposits, refunds and voids, tips, card fees, discounts and taxes — and who can see each.
- 2 min read
- Checked against MoveBoard
- For owners & admins
The Revenue & Money area of Reports is everything about money in and money owed. Most of these reports need one extra permission on top of the Reports menu.
| Report | What it tells you | Needs | The dates are |
|---|---|---|---|
| Revenue Overview | Revenue from moves: estimates for upcoming jobs and final totals for completed ones. | Can see Income Report | booked moves by their move date |
| Payments Collected | Payments received, refunds issued and net collections, by date, customer and payment type. | Can see Payments Collected Report | payments by the day they were taken |
| Revenue by Service | Revenue, job count and average booking value by service and move type. | Can see Income Report | booked moves by their move date |
| Payments & Outstanding Balances | Invoiced, received and still owed, with balance aging. | Can see Income Report | finished jobs by their move date |
| Deposits | Deposits collected by booking, and what happened to them when jobs were cancelled. | Can see Payments Collected Report | deposits by the day they were taken |
| Refunds & Voids | Refunded and voided payments — amounts, reasons, methods and who did them. | Can see Payments Collected Report | refunds by the day they were made; voids by the payment's date |
| Tips | Tips by job, payment method, crew and foreman. | — | finished jobs by their move date |
| Credit Card Fees | Card fees charged to customers against what processing actually cost. | Can see Payments Collected Report | card payments by the day they were taken |
| Discounts | Discounts by type and salesperson, and their effect on booking value. | — | booked moves by their move date |
| Taxes | Sales tax collected on moves and materials, by period and tax jurisdiction. | Can see Income Report | booked moves by their move date |
| Payment Methods | How customers pay, and how that changes over time. | Can see Payments Collected Report | payments by the day they were taken |
Company admins see them all.
Good to know
- Money on an archived order isn't counted in any of these — nor storage money tied to an archived order. See Archived orders in reports.
- Click a figure to see the orders behind it.
- CSV downloads the table for your bookkeeper (needs Can Export reports).
- The quickest look at this month's money: See this month's income.
Related guides
- 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.
- 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.
- ReportsArchived orders in reportsArchived orders — and the money on them — are left out of every report and dashboard. Payroll is the one exception.
- Booking & paymentsRefund or void a paymentGive money back on a card, cash, check or other payment — or void a card charge that hasn't settled yet.
- Booking & paymentsTipsHow customers tip the crew — on the bill of lading or an invoice — and how card and cash tips are handled.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.