Expense Reports

The expense reports page gives you a detailed view of where your money is going and how it affects job profitability.

How to Access

Go to Reports on the dashboard, then click Expense Reports. Or navigate directly to Reports > Expenses.

Filters

At the top of the page, filter your report by:

• Date Range — start and end dates
• Category — filter by a specific expense category
• Job — filter by a specific job

Summary Stats

Four cards at the top show:

• Total Expenses — sum of all expenses in the selected period
• Expense Count — number of expenses
• Average Expense — average amount per expense
• Top Category — the category with the highest total

Category Breakdown

A table showing each category’s total and percentage of overall expenses. Helps you see where most of your money is going.

Job Breakdown

A table showing each job’s:

• Revenue (from paid invoices)
• Expenses (linked to the job)
• Profit (Revenue minus Expenses)
• Margin (Profit as a percentage of Revenue)

See Job Profitability for details on how these numbers are calculated.

Monthly Trend

A table showing expense totals by month, so you can spot trends over time.

CSV Export

Click Export to download the current report data as a CSV file. The export respects your current filters.

Related

• Managing Expenses — view, filter, and export your expense list
• Job Profitability — understand how profitability is calculated
• Understanding the Dashboard — see expense metrics on your dashboard