Reports

Overview

Generate reports in simPRO to retrieve and analyse data that help maximise your profit, increase cashflow, and reduce cost to your business.

You can also How to Schedule Reports to automatically receive PDFs of the reports by email at specified intervals.

It is important to remember that simPRO enables you to generate job-based reports that assist you in making informed decisions about the effectiveness and efficiency of your business processes from a managerial perspective. For this reason, your simPRO reports do not match the reports from your accounting package, which provides financial information and reports to governing bodies and business stakeholders.​

Reports rely on data entered in all areas of simPRO, including jobs, quotes, invoices, and stock purchases, employee, customer, site, supplier, and contractor card files , as well as in many areas in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup. For example, to generate an accurate and detailed Zone report, you need to ensure you have assigned zones in your employee / contractor card files .

US only: If you use simPRO in the United States, the term 'vendor' is used instead of 'supplier'.

US only: If you use simPRO in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.