For agencies📥 Portal, Import & Reports

View reports and analytics

Run a date-ranged report covering jobs, filling, workload, closeouts, billing, profit, interpreters, and customers, see everyone's leave balances, and export it as CSV or PDF.

The Reports page groups your agency's numbers into sections you open one at a time. Pick a date range, open the sections you care about, and press Run Report to refresh them. The Profit section can total your jobs by customer, language, city, or month, which is handy at year end when a city or county asks what you billed and paid locally.

Watch the walkthrough

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Operations, billing, interpreters and customers, for any dates. · Open in a new tab

Step by step

  1. 1Click Reports in the sidebar. The date range defaults to the last 30 days.
  2. 2Set the Start date and End date for your reporting window.
  3. 3Click a section heading to open it and load its numbers: Operational, Filling Jobs, Workload & Demand, Closeouts & Exceptions, Billing & Revenue, Profit, Interpreters, and Customers.
  4. 4Change the dates later and press Run Report to refresh every open section for the new range. Sections you have not opened are left alone until you open them.
  5. 5Use the row of buttons under the dates to show or hide individual cards, such as Jobs Scheduled, Cancellations, Awaiting Closeout, Accounts Receivable Aging, or Interpreter Earnings.
  6. 6Click a highlighted number, such as the scheduled or cancelled job count, to see the jobs behind it.
  7. 7Open Closeouts & Exceptions to see which jobs started late, ended early, or ran long (more than 5 minutes off schedule, from the closeout's actual times), plus flagged results, closeout notes and documents, and cancellations and no-shows by customer.
  8. 8Open Profit to see billed, interpreter pay, and margin for audited jobs in the range. Under Profit per Job, choose "By customer", "By language", "By city", or "By month".
  9. 9With "By city" picked, each city gets its own row with its job count, what you billed, and what you paid interpreters. Virtual jobs get a row of their own, and jobs with no known city are counted together. Click "View these jobs" under the note to see which ones they are.
  10. 10Open Interpreters to find Interpreter Earnings. Click the arrow beside a name to see that person's pay split by city. Click a city's job count to see the jobs behind it. Cities paid through payroll say "Via payroll", and purchased time has its own "Not tied to a city" row.
  11. 11Open Leave Balances to see every W-2 person's leave in one place: balance, pending, available, how each type is earned, and when hours next land. It shows balances as they are today, so the date range does not apply. Click "Download CSV" for a spreadsheet.
  12. 12Click Export CSV or Export PDF to download the sections you have loaded. The CSV includes a Profit by City table whenever the Profit section is loaded, and an Interpreter Earnings by City table whenever Interpreters is loaded.

Tips

  • A job's city comes from where it was booked: the saved location you picked, or the city saved with the job. It only counts while the job's address still names that city, so a job whose address was typed in by hand, or later edited to somewhere else, lands under no known city rather than a wrong one. Book from saved locations to keep the city report complete.
  • City pay is per-job contractor pay only. W-2 staff wages and purchased-time block pay are not split by city, so they are not included there.
  • Billing & Revenue, Profit, Customers, and the money cards only show for people who can view Billing.
  • The exports carry aggregate totals only, with no consumer details. If you change the dates without pressing Run Report, the export stops and asks you to run the report first, so a file never carries one range's numbers under another range's dates.
  • Your chosen visible cards are remembered on this browser, and at least one card must stay visible.
  • The portal volume card only appears when a customer portal is enabled.
  • Accounts-receivable aging buckets what is still outstanding, not the full invoice amount. A part-paid invoice ages only its remaining balance, and a fully paid one drops out entirely.
  • Customer lifetime value, lifetime totals, and QuickBooks sync issues are reported across all time regardless of the date range.
  • The Profit section also lists Audited, Not Yet Invoiced: every audited job not on an invoice yet, as of today, whatever the date range. That is money you can bill now.
  • The Interpreters section handles long date ranges, so you can run it over a full year.
  • Leave Balances only shows for people with People access, and lists leave types that track a balance.

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