Reports
Reports
RoundTrip includes four built-in reports accessible from Reports in the left navigation.
Revenue Dashboard
Access: Admin only
A financial overview of your business:
- Monthly invoiced revenue — 12-month trend chart
- Outstanding invoices — Count and value by status (Draft, Open, Sent, Overdue)
- Payment trends — Paid vs outstanding by month for the last 6 months
- Top 5 clients — Ranked by invoiced revenue
Invoice Aging Report
Access: Admin only
Outstanding invoices grouped by how long they have been unpaid:
Bucket | Days outstanding |
|---|---|
Current | Not yet due |
1-30 Days | 1 to 30 days past due |
31-60 Days | 31 to 60 days past due |
61-90 Days | 61 to 90 days past due |
90+ Days | More than 90 days past due |
Ticket Volume Report
Access: Admin and Dispatcher
Operational overview of ticket activity:
- Total tickets in the period
- Average days to completion
- Counts by status and priority
- Monthly volume trend chart
Technician Performance Report
Access: Admin (full) and Dispatcher (operational only)
Performance metrics per technician:
- Tickets completed
- Average days to completion
- Parts recorded
Admins also see invoiced revenue per technician. Dispatchers see operational metrics only.
Updated on: 06/07/2026
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