Reports Overview
TimberCloud's Reports turn the work you already do — quotes, orders, payments, purchase orders and production status — into clear business views: how much you're making, how much you're spending, where your money is tied up, and what's moving through the shop. There are seven dashboards, all under the Reports menu.
Availability: Reports are a Build plan feature. On Free and Commerce, the Reports menu shows an upgrade prompt instead of the dashboards. Multi-location filtering on some reports is a Production feature. See Subscriptions & Plans.
Note: Reports are about your business — sales, cash and production. Traffic to your storefront and hosted website lives in a separate top-level Analytics dashboard (pageviews, top pages, traffic sources), which is a Commerce+ feature. Don't confuse the two.
The seven dashboards
| Report | What it answers | Doc |
|---|---|---|
| Financial Overview | Revenue vs. purchase-order spending, net position and profit margin over a period | Financial |
| Sales Reports | Quote and order activity, revenue trends, sales-by-salesperson and product performance | Sales |
| Transaction Reports | Every payment, credit and refund, plus platform/Stripe charges and a profit/loss summary | Transactions |
| Purchasing Reports | Purchase-order analytics, vendor performance and cost of goods sold (COGS) | Purchasing |
| Customer Reports | Per-customer orders, amounts paid, outstanding balances and segmentation | Customers |
| Status Reports | Orders grouped by status — your live production pipeline and late-order tracking | Status |
| Designer Jobs | Only the orders that originated in the 3D Kitchen Designer, in one list | Designer Jobs |
What every report shares
All seven reports use the same toolbar controls, covered in depth in Working with Reports:
- Date range — most reports open on today; widen the window to a week, month or year.
- Presets — save a favorite date-range-plus-filters-plus-columns view under a name and reload it in one click. A Save changes button appears when you tweak a loaded preset. (Financial, Sales, Transactions, Purchasing, Customer, Status.)
- Include Archived — pull archived orders back into the order-based reports (Sales, Customer, Status).
- Location selector — multi-location shops can view All Locations or drill into one (Financial, Sales, Purchasing, Status). Production tier.
- Export — every report generates a branded PDF; Financial, Sales and Purchasing also offer a multi-sheet Excel download (Status offers CSV).
- Price masking — staff whose role lacks the View Prices permission see dollar figures replaced by a dash, so shop-floor roles can use the pipeline views without seeing financials.
Where to start
- Set your locale and currency first. Before you rely on any report, go to Settings → Company → Locale & Currency Settings so every order, PDF and report formats money and dates for your region. Existing documents keep their old formatting, so do this early. See Locale & Currency.
- Open Financial Overview for the money picture — revenue against spending, net position and margin.
- Save a Preset of your go-to view (say, "This month") so you can reload it instantly.
- Check Status each morning to see what's in production and what's running late.
Next Steps
- Working with Reports — presets, filters, export and price masking in detail
- Financial Overview — revenue vs. spending and profit
- Sales Reports — order and quote performance
- Transactions Report — payments, fees and profit/loss
- Status Report — the production pipeline
- Web Analytics — storefront and website traffic (a separate dashboard)