For agencies📥 Portal, Import & Reports
View reports and analytics
Run a date-ranged dashboard covering operations, billing, interpreter performance, and customer value.
The Reports page is an analytics dashboard. Pick a date range, choose which metric cards to show, and run the report to see operational, billing, interpreter, and customer insights.
Step by step
- 1Open the Reports page; it defaults to the last 30 days.
- 2Set the start and end dates for your reporting window.
- 3Toggle the metric cards you want to see across operations, billing, interpreter, and customer categories.
- 4Click Run Report to load the data.
- 5Read the KPIs and tables: jobs scheduled, cancellation rate, jobs awaiting closeout, revenue by customer, accounts-receivable aging, interpreter earnings, customer lifetime value, portal volume, and more.
- 6Drill into the awaiting-closeout card to see a per-interpreter breakdown.
Tips
- Your chosen visible cards are remembered for next time, 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. If your A/R total looks lower than you remember, this is why: it is now the money you are actually still owed.
- Customer lifetime value, lifetime totals, and QuickBooks sync issues are reported across all time regardless of the date range.
- Downloading a report as CSV asks you to confirm first, because those files can carry consumer and interpreter names. Every download is recorded.
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