Business reports / AxiomBlue

Choose the business question. Review the records behind the report.

AxiomBlue Professional reports bring aged balances, payment behaviour, recurring-service health, customer retention and crew activity into focused views. Select the period and filters for the question you need to answer, then investigate the source records. The result depends on keeping job, customer and financial entries current.

Review aged balances, payment behaviour, revenue mix and gateway fees.

Plan fit: Advanced financial and business reporting requires Professional. Report usefulness depends on current and complete source records. Compare plans →

Start free Explore the demo ↗

A practical workflow / Example

A focused weekly business review.
  1. 01
    Choose a questionDecide what business decision the report should support.
  2. 02
    Open the relevant viewApply the period and filters for that question.
  3. 03
    Follow up the recordsReview the detail behind the result before acting.

The part of your day this changes

Check the source records behind a result.

Professional reports draw on the work and finance records entered in AxiomBlue. Resolve missing time, materials, bills or payments before relying on a summary, and separate job delivery costs from whole-business profit.

01

Follow the money

Review aged balances, payment behaviour, revenue mix and gateway fees.

02

Review service delivery

Explore recurring-service health, cancellations and crew throughput.

03

See the customer picture

Use retention and customer or sales dashboards to guide the next review.

Picture it in your business / Example

A focused weekly business review.

Start with one question—such as which balances need follow-up or how regular services are progressing—then open the relevant report and underlying records.

Where to find it
Reports → Select a report · Financial, Customer and Sales dashboards

A practical starting point

  1. 01

    Choose a question

    Decide what business decision the report should support.

  2. 02

    Open the relevant view

    Apply the period and filters for that question.

  3. 03

    Follow up the records

    Review the detail behind the result before acting.

Try the workflow in the demo ↗

Know what’s included

Plans for business reports

Advanced financial and business reporting requires Professional. Report usefulness depends on current and complete source records.

Compare plans, limits and pricing →

Check the workflow in detail

Choose the guide for the decision ahead.

Explore the detail

Business reports tools and records

  • Aged receivables and payables
  • Recurring service health
  • Billing reconciliation
  • Cancellation analysis
  • Client retention
  • Revenue mix and pipeline
  • Payment behaviour
  • Gateway fees
  • Crew throughput
  • Financial, customer and sales dashboards

Availability varies with plan, permissions and enabled features. Check plan inclusions.

See how this fits: make it work your way →

Before you get started

Questions about business reports

Have a specific workflow in mind? Talk it through with us.

Where do I find business reports?

Reports → Select a report · Financial, Customer and Sales dashboards. Available controls depend on your permissions and enabled features.

Which plan do I need?

Advanced financial and business reporting requires Professional. Report usefulness depends on current and complete source records.

How should I evaluate it?

Start with a familiar example of your work. Follow the steps on this page, check the records and confirm the plan inclusions you need before rolling it out to the team.

Keep the work connected

See the next part of the picture.

Finance & reporting

Review customer balances, supplier bills and the records behind them.

A clearer starting point for the money conversations.

 Recurring jobs & services

Schedule recurring jobs and review each visit

Keep the service pattern and the actual visits understandable when the round changes.

 CRM & sales pipeline

Keep each enquiry, customer and next action connected.

A clearer view of the work you might win next.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →