To assess a business’s true performance, it’s important for a manager to see the big picture rather than piecing together data bit by bit. In RO App, financial metrics for successful work orders, unsuccessful work orders, and sales are tracked separately—each in its own dedicated report.
The consolidated “Total Profit” report combines financial results from these three main areas: successful work orders, unsuccessful work orders, and direct sales. The report does not use a separate formula to calculate profit. For each row, RO App uses the result from the corresponding specialized report for the selected period and location. With this report, you can analyze the total profit (or loss) or the profit for individual locations over a specific time period with just a few clicks.
Please note: The “Total Profit” report is not an accounting income statement. It summarizes the profit calculated in three financial reports within RO App.
Important:
To access this report, your role must have the corresponding permission—Total Profit—enabled in the Reports permissions section.
If work orders were closed on a past date, they will be included in the report based on the set closing date, not the actual date.
How to Generate the Report
The report is located on the Reports > Finance > Total profit page.
There are several parameters used to generate the report.
1. Period allows you to select the time frame for the report: today, yesterday, this week, this month, last week, last month, this year, last year, or specify dates manually.
For work orders, the close date is used, and for sales, the creation date of the sale is used.
2. Location allows you to select one, several, or all locations if there is more than one.
Set the desired parameters and click the “Apply” button.
In the report, you will see two columns with the following data:
Successfully Closed Work Orders = total profit from successfully closed work orders;Unsuccessfully Closed Work Orders = total profit/loss from unsuccessfully closed work orders;Sales = total profit from sales;Total = Successfully Closed Work Orders + Unsuccessfully Closed Work Orders + Sales.
Positive profit is displayed in green, and negative profit in red.
How to download and print the report
You can print the report or export it to your computer as an Excel file. To do this, click Actions and select the desired action.
