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

Reports lets you build, preview and export data from Paperwork. Click Reports under Overview in the sidebar to open the catalogue, where every report is a dataset shown as a card: its name, what a single row of it represents, and how many columns it can give you.

The catalogue is grouped by area -- Sales, Jobs, Invoicing, Purchase orders, Customers, Suppliers and Opportunities -- and you only ever see the areas your permissions allow, so a colleague's catalogue may be shorter or longer than yours.

Jobs reports

The Jobs group in the reports catalogue covers everything about a job's waste, extras, costs, deletions, emails and EA waste returns:

• Jobs -- one row per job, with its customer, site, transport, booking, totals and linked invoicing documents. A general-purpose job-level export.
• Job waste lines -- one row per waste line on a job, with its pricing, primary cost, hazardous and ADR detail, and (if you switch it on) the disposal site's declared recovery/disposal split. Answers what waste moved on a job and what it cost and earned.
• Job extras -- one row per extra, non-waste charge on a job, with its pricing and primary cost. Answers what else was billed on a job beyond the waste itself.
• Job line costs -- one row per supplier cost recorded against a job's waste or extra lines, whether or not it's the cost used for margin. Answers everything a job was charged by suppliers, not just the headline figure.
• Deleted jobs -- one row per deleted job, showing who deleted it and when, with a link straight back to the job. Answers what's been removed and by whom.
• Waste returns -- one row per waste movement, built for your Environment Agency return. EWC and R/D codes are already in their EA form, and the facility columns always show the job's selected disposal site. Answers what waste went where, in the codes an EA return expects.
• Job emails -- one row per email recipient sent from a job, with its delivery status. Answers who was told what about a job, and whether it arrived.

Sales reports

The Sales group covers a sale's waste, extras, costs, transport and emails, and sits alongside a separate Opportunities report for your pipeline:

• Sales -- one row per sale, with its customer, site, totals and linked documents. A general-purpose sale-level export.
• Sale waste lines -- one row per waste line on a sale, with its pricing, primary cost, and hazardous and ADR detail. Answers what waste was quoted on a sale and what it cost and earned.
• Sale extras -- one row per extra, non-waste charge on a sale, with its pricing and primary cost. Answers what else was priced into a sale beyond the waste itself.
• Sale line costs -- one row per supplier cost recorded against a sale's waste or extra lines, whether or not it's the cost used for margin. Answers everything a sale was charged by suppliers, not just the headline figure.
• Sale transport parties -- one row per carrier or disposal site named on a sale, with its registration details and whether that registration is still valid. Answers who is moving and receiving the waste, and whether their paperwork is in date.
• Sale emails -- one row per email recipient sent from a sale, with its delivery status. Answers who was told what about a sale, and whether it arrived.
• Opportunities -- one row per opportunity in your pipeline, with its stage, value, customer or lead details, and any sales it has produced. Answers what's in your pipeline and how much of it has converted.

Invoicing reports

The Invoicing group covers invoices and credit notes together, their lines, and the emails sent from them:

• Invoices and credit notes -- one row per invoice or credit note, with its customer, lifecycle, totals and linked jobs. Answers what you have billed and where each document has got to.
• Invoice lines -- one row per line on an invoice or credit note, waste and extras together, with its pricing, nominal coding and the job it came from. Answers what was billed line by line, and which job earned it.
• Invoice emails -- one row per email recipient sent from an invoice or credit note, with its delivery status. Answers who was sent a document, and whether it arrived.

All three can be narrowed by status, by invoice or credit note, and by customer and customer site. The invoices and invoice lines reports also let you choose which date to filter on -- created, invoice date, due date, authorised, sent or voided. The invoice emails report filters on one date only, the date the email was sent, because that is the email's own timestamp rather than the invoice's.

Purchase orders reports

The Purchase orders group is the supplier-side mirror of invoicing. Purchase orders have no permission of their own, so these reports follow your Jobs view access:

• Supplier purchase orders -- one row per purchase order, with its supplier, site, totals and linked jobs. Answers what you have committed to buy, and from whom.
• Supplier purchase order lines -- one row per line on a purchase order, waste and extras together, with its pricing, nominal coding and tax rate. Answers what you agreed to pay a supplier, line by line.
• Purchase order emails -- one row per email recipient sent from a purchase order, with its delivery status. Answers who was sent an order, and whether it arrived.

Customers reports

The Customers group exports the relationship itself rather than a document:

• Customers -- one row per customer, with its sector, payment terms, tax rate, addresses and contact details. Optional activity columns add its number of sites, its active sales and its jobs in the last 12 months.
• Customer sites -- one row per customer site, with its customer, address, billing details and tax rate. Answers where you actually collect from, and how each site is billed.
• Customer custom lists -- one row per custom pick-list held against a customer, with the number of values it holds and the values themselves. Answers which extra fields each customer expects you to record.

Suppliers reports

The Suppliers group covers your supply chain and the compliance paperwork behind it:

• Suppliers -- one row per supplier, with its approval, addresses and contact details. Optional activity columns add its sites, its registrations, how many of those have expired, and its jobs in the last 12 months.
• Supplier sites -- one row per supplier site, with its supplier, approval, address and the registrations it holds, down to the date the next one expires. Answers which sites you are approved to use and what each is registered for.
• Supplier registrations -- one row per registration, permit or exemption held by a supplier site, with its expiry status. Answers which permits have lapsed and which are about to.

Two things that fill in over time

Two pieces of report data start empty on records that existed before this feature was switched on, and fill in as you work. Neither is an error, and neither needs anything from you.

• Filtering jobs by "Status changed" only sees status changes recorded from the switch-on date onwards. A job whose status last moved before then will not appear when you filter on that date, even though the job itself is fine. Every status change from now on is recorded, so this gap closes on its own as jobs move through their statuses. The other job date filters -- created, requested, scheduled, waste received -- cover the full history and are unaffected.
• The "Local authority" column is looked up from the postcode the next time an address is saved. Until then it exports blank on customers, customer sites, suppliers, supplier sites, registrations and sale transport parties. A blank cell means we have not looked it up yet, not that the address has no local authority. Editing and saving the record fills it in. The column picker repeats this note beside the column.

Exporting data

Every report exports as either CSV or XLSX, and both come out of the same builder:

Open a report and set it up

Choose a report from the catalogue. The filter rail down the left narrows the rows. It shows only the filters the report you picked actually offers, so the controls change as you move between reports -- a date basis and range, which records to include, statuses, and whichever customer, supplier, site or type pickers apply. Alongside it, Columns opens a panel where you switch individual columns or whole groups on and off. A preview of the first 50 rows updates as you go, with the full matching row count above it.

Choose the format and export

Use the CSV / XLSX switch to pick your format, then click the export button beside it. The button names exactly what you are about to download -- "Export 4,212 rows as CSV", for instance -- and the file lands in your browser's downloads. An export is capped at 500,000 rows; if more than that match, you get the first 500,000 and a message saying so, which is your cue to narrow the filters.

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