MoveBoardReports 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 |
| View payroll | 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.