Reports & Insights

Reports Overview

The Reports section helps you understand how your business is performing. Rather than manually counting jobs or adding up invoices, you can use the built-in reports to see summaries, spot trends, and make informed decisions about where to focus your efforts.

Available Reports

CallOut WMS provides three core reports, each designed to answer different questions about your business:

Jobs Report

The jobs report gives you a breakdown of your jobs by status. You can see how many jobs are scheduled, in progress, pending, completed, or in any other state. This helps you understand your throughput — how many jobs you are completing versus how many are still in the pipeline.

• Total job counts grouped by status.
• A clear picture of your workload and completion rate over the selected period.

Revenue Report

The revenue report shows your income over time, broken down by month. It draws on your invoices to show how much you have billed and helps you track whether your revenue is growing, stable, or declining.

• Revenue totals grouped by month.
• Trends that help you identify your busiest and quietest periods.

Workers / Team Report

The team report shows activity per team member. It helps you see who is handling the most work, how jobs are distributed across your team, and whether anyone is overloaded or underutilised.

• Job counts and activity per team member.
• Insight into workload distribution across your business.

Filtering by Date Range

All reports can be filtered by date range. Use the date picker at the top of the reports page to set a start and end date. The report will update to show data only for the selected period.

Common approaches include:

• Viewing the current month to track recent performance.
• Comparing month-on-month by running the same report for different periods.
• Looking at a full quarter or year for a broader picture.

Using Reports to Understand Business Performance

Reports are most useful when you look at them regularly and use them to answer specific questions:

• Are we completing enough jobs? — Check the jobs report. If a large number of jobs are stuck in pending or in-progress status, you may need to investigate bottlenecks.
• Is revenue growing? — Check the revenue report month by month. A steady upward trend is a good sign. Flat or declining months may warrant attention.
• Is the workload fairly distributed? — Check the team report. If one person is handling most of the work, you might want to redistribute jobs more evenly.
• Which months are busiest? — Use the revenue and jobs reports over a longer date range to identify seasonal patterns so you can plan staffing and resources accordingly.

Exporting Data for Further Analysis

If you need to work with your data outside of CallOut WMS — for example, in a spreadsheet or accounting tool — you can export it. Head to the Export section to download your jobs, customers, or invoices as CSV files. These can be opened in Excel, Google Sheets, or any other tool that supports CSV.