Find the Right Report

Twelve Reports, One Page

Most of what KeyBolt knows about your shop's numbers lives under Reports in the sidebar. There are twelve reports. On a computer they sit as tabs across the top. On a phone they collapse into one dropdown, so tap it to switch reports. This article tells you which one to open for the question you actually have.

Two more money screens sit outside Reports. Accounting in the sidebar holds expenses, vendors, bills, profit and loss, what customers owe you, payroll and labor, sales tax owed, and mileage. And Inventory has its own reports, under Inventory, then Reports. See Inventory Reports.

Reports are on both plans, Basic and KeyBolt Pro.

Picking a Date Range

Next to the Reports title is one button that names the range you are looking at, like Last 30 days. Tap it and pick Last 7 days, Last 30 days, Last 90 days, Last year, or All time. For anything else, pick Custom range, fill in From and To, and tap Apply range. You land on the last 30 days.

Three tabs do not use that button at all and bring their own controls instead: Tax (pick a year), Ledger (pick your own dates and press Load), and Aging (always shows right now).

What Each Tab Answers

• Overview. "How is the shop doing?" The tab you land on. Five numbers across the top, each measured against the period before: revenue, jobs done, average job value, collection rate, and estimate win rate. Under them, revenue over time, revenue by job type, revenue by tech, what is still outstanding, and your top customers.
• Jobs. "How busy was I?" Total jobs, average job value, your busiest day, and jobs completed per week.
• Invoices. "Am I actually collecting?" Your collection rate, your total outstanding, and an aging bar.
• Timesheets. "How long is the work taking?" Hours and job counts per tech. See the warning below.
• Items. "What sells?" Every service and part you billed, with quantity, how many customers bought it, and revenue.
• Calls. "Do my calls turn into work?" Calls by outcome, jobs created, and a conversion rate.
• Inventory. "What am I burning through?" Items used and what they cost you.
• Commissions. "What do I owe my techs?" One row per tech: their split, revenue, what they earned, and what the shop kept. See Tech Commissions and Payouts.
• Top Customers. "Who's worth keeping happy?" Revenue, calls, jobs, and last contact per customer.
• Tax. "What did I collect for the state?" Revenue and tax by month, quarter, or year, split by how you got paid.
• Ledger. "Show me every transaction." A running list of invoices, payments, credits, and write-offs with a balance.
• Aging. "Who owes me right now?" Covered fully in Invoice Aging Reports.

Getting the Numbers Out

Two tabs have an Export CSV button: Ledger and Tax. On both, the button appears only after you've loaded or generated the data.

The other ten tabs are on-screen only. If you're filing sales tax, don't export the Tax tab: use the proper workbook in Export Your Sales Tax Numbers, which has the jurisdiction detail your filing needs.