PLATFORM · CAPABILITY
Reporting
Reporting in EveryonePlans answers the operational questions that decide the coming week — what came in, what is scheduled, what is owed, and what has stopped moving — from the same records the work is done in, so the numbers do not need assembling first.
01THE PROBLEM
Why this is worth having
Most small businesses report backwards: a month-end summary of a month you can no longer change. The numbers that would have been useful — the four jobs that have not moved in two weeks, the invoices quietly ageing past thirty days — are exactly the ones nobody has time to assemble while they still matter.
02HOW IT WORKS
The mechanism
- Reports read the live records rather than a nightly copy, so what you are looking at is the current state.
- The default questions are operational, not ceremonial: what is stuck, what is owed, what is booked, what came in.
- Anything visible is available over the API, so a number you care about can go on a dashboard you build yourself.
- Because money is stored exactly and posts to a ledger, financial figures reconcile rather than approximately agree.
02bWITHOUT SIGNING IN
What it looks like.
SC-reporting · TO BE SUPPLIEDSTILL · 16:9
Reporting — screenshot
REAL SCREEN CAPTURE, NOT GENERATED. The operational view: what came in, what is scheduled, what is owed by age, and what has not moved in two weeks. Capture at 1600x900 with believable seeded data — real-looking names, dates within the next two weeks, non-round money amounts — and blur anything identifying a real customer.
DROP AT
/art/screens/reporting.png03WORKED EXAMPLE
The Monday question
- What arrived last week, and how much of it got a response inside a day.
- What is on the calendar this week, and where the gaps are.
- What is owed, split by how old it is.
- What has not moved a stage in fourteen days — which is the list that actually needs a decision.
04QUESTIONS
About reporting
Can I get the data out for my own reporting?
Yes — everything is readable over the API, in full, without asking us. If you would rather report in a spreadsheet or a BI tool, the platform is a source rather than a destination.
05READ NEXT
Quotes, invoices and paymentsPriced work turned into a document, sent, paid and reconciled, against a double-entry ledger.Tasks and projectsWork broken down, assigned, sequenced and tracked to done — including recurring work, which is where most task tools quietly give up.API and webhooksA versioned REST API over the whole system, with idempotency keys, cursor pagination, signed webhooks and a sandbox.
TRY IT
Reading about it only gets you so far.
Create an account and use it. It costs nothing to look, and you will learn more in twenty minutes of clicking than in any amount of this page.