Introduction to the Reports Tab in Movegistics 5.0

 

Why This Matters to Your Business

The Reports tab in the Operations section of Movegistics 5.0 gives you crystal-clear visibility into your daily operations, financials, crew performance, and unbilled jobs. 📊

When used regularly, this screen helps:

• Track payroll and job costs more accurately 💰
• Monitor sales performance vs. targets 🎯
• Identify unbilled revenue 📉
• Support better planning and accountability 🧠

With built-in export features and visual tracking, your back-office team can save hours of spreadsheet work every week!

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📍 How to Access the Reports Tab

1. From the Main Menu, click Operations.
2. Select the Reports option toward the bottom of the list.
   
   

You can also use the Search bar to find a specific report.

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📂 Common Reports Available

Here are some key reports you’ll find:

• Material Sold Summary – Tracks material sales across jobs.
• Worker Payroll Report – Summarizes labor hours and payout.
• Worker Payroll Detail Report – Breaks down job-level earnings.
• Margin Per Activity Report – Reveals profitability per task.
• Margin Report – Overall margin performance for a selected period.
• Trucks Out of Service Report – Helps track downtime or unavailable vehicles.
• Unbilled Customers Report – Flags completed jobs still pending invoicing.
• Worker Absence Report – View time-off or no-shows.
• Actual vs. Estimated Sales (by Rep or Coordinator) – Compares booked revenue to estimated projections.
• Actual Income Report – Summary of real income received.

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📤 Exporting Reports

Each report row includes export functionality:

• Double click or click on on the open in a new tab icon to open the report that is to be exported.
• Use the export icon at the top (or open individual report and select Export).
• Exported reports download in a clean format ready for accounting or HR.

🔄 Last Exported Date lets you track when reports were last pulled for bookkeeping or auditing.

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🧠 Pro Tips for Reports

• Use Unbilled Customers Report weekly to prevent lost revenue.
• Share Worker Payroll Detail Report with your payroll department every pay cycle.
• Review Margin Per Activity monthly to improve operational efficiency.
• Use Actual vs. Estimated Sales for performance reviews and forecasting.

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📋 Reminder: Reports Pull from Live Data

All reports reflect the latest job, crew, and billing info.

• Any updates to Work Orders or Invoices are reflected instantly.
• Reports are accurate only if your team consistently uses job completion, time tracking, and billing workflows.

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Need help customizing or interpreting a report? Contact us at [e-mail].