Reports

Review shop performance

Reports help eligible shops track estimates, jobs, inventory activity, purchase orders, work logs, scheduling, and operational workload from one dashboard.

Current report areas

  • Shop overview and baseline metrics.
  • Jobs by status, priority, promise date, pickup readiness, waiting-on-parts, and aging.
  • Recent work-log activity.
  • Low-stock inventory and desired stock needs.
  • Purchase order status and landed-cost purchase history.
  • Upcoming schedule workload.

Access

Advanced Reporting is available to Pro or Trial Pro shops. If reports are locked, check the shop plan, trial status, and your role.

Quarterly and annual accounting closeout

The Accounting workspace can prepare a current or previous calendar quarter, calendar year, UK tax year, or exact custom period. It reports recognized sales, tax or VAT recorded on those sales, payment and adjustment activity, opening and closing receivables, customer credits, and reconciliation exceptions.

  1. Choose the period assigned by your tax authority; do not assume every account uses calendar quarters.
  2. Finalize completed invoices and record payments, refunds, voids, and credit allocations with their actual dates and references.
  3. Clear reconciliation errors and investigate warnings.
  4. Compare each payment method with the matching bank, cash, card, Venmo, Zelle, or provider statement.
  5. Export the Accountant CSV and retain it with invoices, statements, exemptions, refunds, and the filed return.

Open work orders are not counted as completed sales, but deposits remain visible in the payment ledger. FretTrack provides sales-side evidence only. It does not file a return or replace records for expenses, payroll, bank activity, purchase/input VAT, depreciation, owner transactions, or provider fees.

California filing frequency is assigned by CDTFA. UK VAT returns are usually every three months, while a complete VAT account also requires purchase/input VAT records outside the current FretTrack report. Confirm the exact period, deadline, and tax treatment with the authority or a qualified professional.

Print and CSV

Use Print Reports for paper output or browser Save as PDF. Report sections with tables can export CSV files, and larger sections use row limits so the browser stays responsive.

Reading reports

Reports are only as complete as the data entered into jobs, inventory, purchase orders, work logs, and scheduling. Use consistent job statuses, promise dates, stock levels, and work logs for better reporting.