Reports

Turn your operational and financial data into useful business information.

Your CRM contains valuable information about every part of your business—from customers and sales to employees, payroll, expenses, payments, and day-to-day operations.

The Reports module brings that information together and turns it into clear, meaningful business intelligence. Quickly access the reports you need, review historical activity, identify trends, and gain a better understanding of your organization's financial and operational performance.

Whether you're reviewing a monthly financial statement, looking at payroll history, analyzing customer activity, or preparing information for management, Reports gives you a centralized view of the information that matters.

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Spot Commerce Reports screen

Everything You Need to Understand Your Business

Instead of relying on spreadsheets and disconnected systems, use the information already captured in your CRM to create a more complete picture of your business.

With the right information in front of you, you can spend less time gathering data and more time making informed decisions.

Reports can help you answer important questions:

  • How is the business performing financially?
  • What are our revenues and expenses?
  • How have our results changed over time?
  • What are our current outstanding balances?
  • How much are we spending on payroll?
  • What has our payroll history looked like?
  • Which customers, projects, or areas of the business are generating the most activity?
  • What does our current and historical operational activity look like?

Financial Statements

Get a clearer picture of your company's financial position and performance with centralized financial reporting.

Review financial information across different periods and use historical data to understand how your business is changing over time.

Financial reports can include:

  • Profit & Loss statements
  • Income statements
  • Balance sheets
  • Revenue reports
  • Expense reports
  • Accounts receivable
  • Accounts payable
  • Payment activity
  • Financial summaries
  • Historical financial information

Financial reporting gives business owners, managers, and authorized team members the information they need to monitor performance and make better financial decisions.

Payroll History

Maintain a complete history of payroll-related information within your CRM.

Review previous payroll activity, compensation information, labor costs, and other payroll data without having to search through separate records or spreadsheets.

Having payroll history available alongside your operational information gives you greater visibility into one of your organization's most important expenses: your people.

Review information such as:

  • Payroll history by date
  • Employee payroll records
  • Compensation history
  • Payroll expenses
  • Hours and labor activity
  • Payroll summaries
  • Historical payroll information

Operational Reports

Financial statements are only part of the story.

Your CRM captures valuable operational information every day. Reports help transform that activity into useful information that can help you understand how your business is operating.

Analyze information related to:

  • Customers
  • Sales activity
  • Jobs and projects
  • Employees
  • Tasks and activities
  • Payments
  • Expenses
  • Invoices
  • Outstanding balances
  • Customer interactions
  • Operational performance

By bringing operational and financial information together, you can see how different parts of your organization connect.

Customer & Sales Reporting

Understand your customer base and sales activity with reports designed around the information your team is already managing in the CRM.

Review customer activity, sales performance, revenue, payments, and other key information to better understand your relationships and business opportunities.

Use reporting to identify trends, monitor performance, and provide your team with the information they need to manage customer relationships effectively.

Historical Data at Your Fingertips

Business decisions often require more than a snapshot of today.

Historical reporting allows you to look back at previous financial and operational activity and compare information across different periods.

Review past performance, identify changes, and use historical information to help recognize trends and make more informed plans for the future.

Whether you're comparing this month to last month or reviewing several years of activity, your historical data remains organized and accessible.

Powerful Information Without the Spreadsheet Hunt

Important business information shouldn't be scattered across spreadsheets, files, and separate systems.

Reports gives your team a centralized place to access the information generated throughout your CRM.

Instead of manually collecting information from multiple sources, you can use the data already available within your system to create a clearer view of your business.

Less time gathering information. More time understanding it.

Reporting Built Around Your Business

Every organization measures success differently.

That's why your reporting should reflect the way your business operates. Reports can organize information by the categories and time periods that are most important to your organization.

Depending on your CRM configuration, information can be reviewed by:

  • Date or date range
  • Customer
  • Employee
  • Department
  • Project
  • Job
  • Account
  • Transaction
  • Location
  • Other business-specific categories

This flexibility makes it easier to focus on the information that matters to your team.

From Data to Business Intelligence

Data by itself doesn't tell the whole story.

Reports help transform individual transactions, records, and activities into information you can actually use.

See what is happening in your business. Understand why it matters. Identify trends and opportunities. Then use that information to make better decisions.

Your business data. Organized, connected, and ready to use.

One Centralized View of Your Business

Your CRM connects the information your organization creates every day.

CustomersEmployeesSalesProjectsPayrollExpensesPaymentsFinancial activity

Reports brings those pieces together so you can see the bigger picture.

Instead of looking at each area of your business separately, gain a more complete understanding of how your operations and finances work together.

Make Better Decisions With Better Information

Whether you're a business owner reviewing company performance, a manager monitoring operations, or a team member preparing financial information, having access to reliable reporting can make a significant difference.

Know your numbers. Understand your operations. Move your business forward.

Reports gives you the visibility to:

  • Monitor financial performance
  • Review historical activity
  • Track operational performance
  • Understand expenses
  • Review payroll history
  • Analyze customer and sales activity
  • Identify trends
  • Support planning and forecasting
  • Make informed business decisions

Your Business. Your Data. Your Reports.

Turn the information already inside your CRM into meaningful business intelligence.

With financial statements, payroll history, operational reporting, customer information, and historical data available in one place, you have the tools to better understand your business and make decisions with confidence.

Turn your data into information you can act on.

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