Financial
Revenue · AR aging · Job profitability
Business reports
See whereyour business stands.
Check revenue, unpaid invoices, job performance, employee hours, stock, sales, payments, and taxes without rebuilding the numbers.
Start free—no credit card
Export reports as CSV or PDF.
Reports
Financial, payroll, stock, customer, job, and business reports
Financial Reports
Revenue · AR aging · Job profitability
Payroll Reports
Hours by employee · Hours by job · Processing
Stock Reports
Valuation · Movement · Low-stock alerts
Shopping List Reports
Stock shortfall · One-off products · Vendors
Customers Reports
Active customers · Directory · Revenue
Jobs Reports
Status · Creation trends · Completion time
Quick access
Revenue Report
Conversion Rate
Stock Valuation
Ten report categories
Start with the question you need answered.
You do not need to dig through one enormous spreadsheet. Open the report category for the decision in front of you.
Payroll
Hours by employee · Hours by job · Processing
Stock
Valuation · Movement · Low-stock alerts
Shopping List
Stock shortfall · One-off products · Vendors
Customers
Active customers · Directory · Revenue
Jobs
Status · Creation trends · Completion time
Schedule
Staff utilization · Upcoming workload
Sales
Estimate conversion · Trends · Lost estimates
Payments
Methods · Outstanding balances · Collections
Tax
Sales tax summary · Transaction detail
The numbers owners ask for most
Money in. Money owed. Work completed. Hours used.
Portara turns the information already recorded during the work into reports you can use to run the business.
What came in?
Revenue by period, payment method, customer, and job.
What is still owed?
Outstanding balances, unpaid invoices, and AR aging.
How did the jobs perform?
Revenue, labor hours, duration, and revenue per hour.
Where did the hours go?
Hours by employee and by job, ready for payroll review.
Report by job
See what each job produced—and the hours it took.
Because payments and time are connected to the work, the profitability report can compare job revenue, labor hours, and revenue per hour in one view.
Total revenue across the selected period
Labor hours recorded against each job
Revenue per hour by job
CSV and PDF export
Financial reports
Job Profitability
Revenue and labor hours by job
Total Revenue
$84,260
Total Hours
614.5
Jobs
38
Avg Revenue/Hour
$137.12
JobRevenueHours$/Hour
Hillside residence$8,42041.5$202.89
Cedar Lane install$6,18037.0$167.03
Morrison event$9,77566.5$146.99
Oak Street project$4,96039.0$127.18
From daily checks to tax time
Answers for purchasing, sales, and tax time.
What needs to be purchased?
See product shortages across active jobs, including one-off products and vendor grouping.
Are estimates becoming work?
Review estimate conversion, sales trends, and the estimates the business lost.
How much sales tax was collected?
Use summary and detailed transaction reports to prepare for state filing.
Take the numbers with you
Export the report—not your whole business.
Download a CSV when you want to work with the data. Create a PDF when you need a clean copy to share, review, or file.
CSV
Open the data in your spreadsheet or pass it into another workflow.
Save or share a formatted report that is ready to read.
Questions, answered
Reports for the work you already tracked.
Clear answers about financial reports, profitability, outstanding balances, payroll, exports, and taxes.
What reports are included in Portara?
Portara includes financial, payroll, stock, shopping list, customer, job, schedule, sales, payment, and tax reports. Each category contains more focused views for the questions owners and managers regularly need to answer.
Can I see job profitability?
Yes. The job profitability report compares revenue and labor hours by job and includes revenue per hour, helping you see how individual jobs performed.
Can I track unpaid invoices?
Yes. Financial reports include accounts receivable aging, while payment reports show outstanding balances by customer and invoice.
Can reports be exported?
Yes. Portara reports support CSV and PDF exports so you can continue working with the data or share a clean copy.
Can I report on employee hours and scheduling?
Yes. Payroll reports cover hours by employee and job, while schedule reports show staff utilization and upcoming workload.
Does Portara include sales tax reports?
Yes. Tax reports include sales tax summaries and detailed transaction information to help prepare for state filing.
Get the answer without rebuilding the report.
Track the work once, then use it to understand the business.
Start free—no credit card