Drill Down and Reports

The Information module provides three tools for analysing your business data beyond the dashboard: Drill Down for sales analysis, Live Jobs for active work tracking, and Reports for detailed data export.

Drill Down

Drill Down lets you explore your sales data from different angles. You can view sales by customer or by site, then trace the path from sale through to job and invoice.

Navigate to Drill Down

In the sidebar, click Drill Down under the Information section.

Choose your view

Select whether you want to view data by customer or by site. Each view gives you a different perspective on the same underlying data.

Filter and explore

Use the date range and status filters to narrow your results. Click into any row to trace the full path from sale through to job and invoice.

Live Jobs

Live Jobs gives you a real-time view of all currently active customer sites with ongoing work. It provides a quick reference for operational status without needing to search through individual jobs.

Navigate to Live Jobs

In the sidebar, click Live Jobs under the Information section.

Review active sites

The Live Jobs view lists all customer sites where work is currently in progress. Use this to get an at-a-glance understanding of your active operations.

Reports

Paperwork provides a comprehensive set of reports for exporting data. Each report can be filtered by date range and other criteria, then downloaded for further analysis.

Available reports

The following reports are available in the Information module:

• Basic Jobs Report -- job transactional data including dates, customers, sites, and status
• Basic Sales Report -- sales transaction overview covering quotes, price lists, and agreements
• Granular Jobs Report -- detailed job data including individual waste lines and extras
• Exchequer Invoice Report -- invoice data formatted for Exchequer accounting software
• Exchequer Purchase Order Report -- purchase order data for Exchequer integration
• Exchequer Credit Note Report -- credit note data for Exchequer integration
• Opportunities Report -- pipeline and opportunity data for tracking conversion rates
• Sales Extras Report -- supplementary pricing lines added to sales
• Sales Waste Report -- waste line details from sales, including EWC codes and quantities
• Supplier Licence Expiry Report -- track when supplier licences and permits are due for renewal
• Top Tier Customer Report -- customer-level analytics and rankings based on job volume and revenue

Exporting data

All reports support CSV export for further analysis in spreadsheet software. To export a report:

Select and filter your report

Choose the report you need and apply any date range or status filters.

Download the CSV

Click the Export or Download button to generate and download your report as a CSV file. Open it in your preferred spreadsheet application for further analysis.

What to do next

• Manage your jobs to understand how work is tracked from creation to completion
• Learn about sales to see how pricing and agreements feed into your reports