Operations Reporting

Open Business > Reports, then the Operations card, or go straight to /reports/operations. Operations now has its own page and report-tab entry, combining two sections in one place: Crew productivity and Overdue invoices. Crew Pay and AR aging (renamed Invoice Aging on the hub) are each their own separate report with their own page rather than part of Operations; see Crew Pay (V2) and AR Aging below.

What It Includes

Crew productivity

Per crew: Scheduled, Completed, Completion rate, Value, and Avg hrs. Export this section (crew_productivity) separately from the rest of the card.

Crew Pay (V2)

Per crew: Crew, Scheduled, Completed, Completion rate, Revenue, Crew pay, Avg hrs, and Callbacks, plus a period totals line — Total crew pay, Retained commission, Hourly pay, and Commission top-up — for the whole filtered range (not broken out per crew). Export this section (crew_pay) separately too. See Crew Pay for the policy, crew split, and per-member settings this report reads from. If a job is missing a verified accepted itemized snapshot, tax source, or applicable subcontractor payout rows, the report identifies the job and missing requirements and withholds totals and exports until the period is ready. Incomplete or unsupported source records are not treated as zero.

This card does not show every row the old V1 dashboard did: there is no per-crew retained-share/base-wage/top-up breakout and no tip visibility here, only the period-wide totals line above.

Overdue invoices

Invoice, Client, Rep, and the rest of V1's overdue-invoice columns, with the count and total balance in the section header. Export this section (overdue_invoices) separately as well.

This makes it easier to answer questions like:

• Which crews are productive but expensive?
• Where is cash stuck in receivables?
• Which overdue accounts need a reminder today?

AR Aging

AR aging lives on its own, as the Invoice Aging report on its own page (/reports/invoice-aging, not inside Operations), with V1's exact five buckets and honoring the page's location filter. Unlike every other report, Invoice Aging needs Manage invoices rather than View financial reports to open at all. A teammate with the Export data permission can export it too, as Bucket, Invoices, and Balance plus a Total row; see Reporting Overview.

AI Reminder Action

The overdue invoice table includes a Send Reminder action. That opens the same AI follow-up flow used in the invoices area, so you can generate and send an invoice reminder without leaving reporting. See Invoices and Payments for the current, invoice-list-based Send reminder action; current V2 invoice status and payment history live under Business > Invoices.

Best Uses

• Review weekly with the office manager
• Watch callback-heavy crews beside crew pay totals
• Use AR aging to decide when collections work should outrank new quoting