Projected Revenue and Revenue Reports

This article covers:

  • The types of revenue reports available on Fieldd.

Types of Revenue Reports

Fieldd has two types of revenue reports:

Projected Revenue Report
The projected revenue report is based on the date that the work order is scheduled. So if you want to run a report, that shows your revenue for a given day, then you will want to run the project revenue report.  The projected revenue report can also be used to run a report based on future dates.

Revenue Report
The revenue report is based on closed out work orders, or invoices.  Once a work order is closed out, it creates an invoice.  So the revenue report is based not on the date of the job, but on the date the job is marked as complete.  The revenue report can be sorted by paid and unpaid invoices as well.

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