Last updated on August 16th, 2023
The reporting modules in Gojee allows business owners to view business performance in real time through a few clicks.
To access the reports, navigate to the Reports & Insight section of the home screen:
Reports can also be accessed through our top navigation menu:
Time summary report allows you to display your workers hours over a date range:
Job profitability is a summary report for all jobs to see how they are performing in real time:
Invoices report allows you to view all the invoices that were raised against the jobs/projects through Gojee. All these invoices are searchable and presented based on invoice status(es) from Xero:
The numbered items in the report are described below:
Note: You can click on any invoice in the list to open the invoice edit page.
To learn more about creating invoices, editing existing invoices, refer to the Invoices section.
Quotes and Estimates provides a view of all the quotes and estimates created in Gojee. By default, all the Quotes and Estimates are sorted based on their “Issue Date.” The report displays the status(es) of these Quotes and Estimates for better tracking.
The supplier’s bills report allows you to view all the supplier bills that you have entered into Gojee. By default, the supplier bills are sorted based on the issued date. Refer to this link for more information Purchasing.
This report allows you to view all the good receipts after you have received the purchase orders. Refer to this link for more information Purchasing.
Clicking each of the Goods Receipts provide you details:
Purchase Orders displays all the existing purchase orders in your Gojee account based on different status(es), by default, you will be shown Purchase Orders that are “Awaiting Shipment” however you can always toggle between different status(es) to view Purchase Orders sitting in different status(es).
You can always click “All” to view all the Purchase Orders regardless of the status.
The numbered items in the image above are described below:
Refer to this link for more information Purchasing.
This report allows you to see all movements of all of your tracked inventory items. This is useful to see how many items were sold in a certain period, what was purchased etc.
Explanation of Adjustment Types: