Reporting Explained: Customers, Jobs, Financials

Tour through the Reporting section in Squeegee to see the Customers, Jobs and Financials screen breakdowns.

Squeegee Team
11 steps
2 minutes

Sqgee

You can use the Reporting section to generate and download from our existing Squeegee reports.

However, you can find some further data by clicking into one of the below tabs. First up is the 'Customers' tab.

This will show a total of all customers, including a breakdown of total *balanced*, *owing* and *in credit* customers.

You will see further breakdowns below. You can view the total amount owed, along with the top owing customers on the yellow tab. You can view the customers in the most credit on the green tab, and finally on the grey tab you will be able to view any *active* customers without active jobs. You can click into any of these to chase payments, adjust credit, and delete customers where needed.

If you click into the 'Jobs' tab, you will be able to see some collative breakdowns for job statuses for the current month.

This will show all jobs scheduled for the current month, including a breakdown of all due, done, overdue and skipped jobs specifically. At the bottom, you will also see a chart displaying the average job completion rate on your account.

Finally, in the Financials tab, you will find a further financial breakdown for your account.

The chart at the top will display invoices vs payments, along with projected payments for a seven month either side period.

You will then see a summary section, which will show you the **paid vs owed** total for the last 12 months (not including the current month) on the orange tab.

On the green tab, you will see a progress bar for the current month. This will display the **done vs planned** jobs total.

Finally, at the bottom, you will see a monthly Invoices vs Payments breakdown for the past 12 months. This will not include the current month. Please note that both the invoices and payments total will be collated for that particular month. If you have an invoice issued in May, but the payment wasn't recorded until June, these totals will be separated into their respective months.

Reporting Explained: Customers, Jobs, Financials

Tour through the Reporting section in Squeegee to see the Customers, Jobs and Financials screen breakdowns.

Squeegee Team
11 steps
2 minutes