Reports & Insights

Reports Overview

The Reports section helps you understand how your business is performing. Rather than manually counting jobs or adding up invoices, you can use the built-in reports to see summaries, review month-by-month totals, and make informed decisions about where to focus your efforts.

Each report is gated by a distinct permission (reports.jobs, reports.revenue, and reports.workers), so depending on your group you may see only some of the reports listed below.

Available Reports

CallOut WMS provides three core reports, each designed to answer different questions about your business:

Jobs Report

The jobs report gives you a breakdown of your jobs by status. It counts jobs in five specific statuses: pending, scheduled, in progress, completed, and cancelled. Jobs in any other status (for example, on hold) are not included in these totals. This helps you understand your throughput — how many jobs you are completing versus how many are still in the pipeline.

• Total job counts grouped by the five reported statuses.
• A clear picture of your workload and completion rate over the selected period.

Revenue Report

The revenue report shows your income over time, broken down by month. Totals are based on paid invoices only — unpaid invoices are not counted. It helps you track whether your revenue is growing, stable, or declining, and includes a Revenue by Customer breakdown alongside the monthly totals.

• Revenue totals (from paid invoices) grouped by month.
• A Revenue by Customer breakdown to see which customers contribute the most.

Workers / Team Report

The team report shows completion performance per worker. For each team member it lists their Total Jobs, Completed jobs, and Completion Rate (%), helping you see who is finishing the work assigned to them.

• Total Jobs, Completed, and Completion Rate (%) per worker.
• Insight into how reliably each team member is completing their assigned jobs.

Filtering by Date Range

Each report has its own filter form — open a report to see the available filters (date range, plus status and assignee for the Jobs report). Set the values and submit the form to update the report for the selected period.

Common approaches include:

• Viewing the current month to track recent performance.
• Comparing month-on-month by running the same report for different periods.
• Looking at a full quarter or year for a broader picture.

Using Reports to Understand Business Performance

Reports are most useful when you look at them regularly and use them to answer specific questions:

• Are we completing enough jobs? — Check the jobs report. If a large number of jobs are stuck in pending or in-progress status, you may need to investigate bottlenecks.
• Is revenue growing? — Review the revenue report month by month. A steady upward trend is a good sign. Flat or declining months may warrant attention. Remember that only paid invoices are counted.
• Who is completing their assigned work? — Check the team report and compare each worker's Completion Rate (%) to see who is reliably finishing their jobs.
• Which months stand out? — Run the revenue and jobs reports over a longer date range and compare month-by-month totals to spot quieter or busier periods.

Exporting Data for Further Analysis

If you need to work with your data outside of CallOut WMS — for example, in a spreadsheet or accounting tool — you can export it. Head to the Export section to download your jobs, customers, or invoices as CSV files. These can be opened in Excel, Google Sheets, or any other tool that supports CSV.