Reports now makes it easier to track your business performance in Joist. With the improved Reports feature, you can quickly view a snapshot of your revenue, invoices and estimates.
You can also search and filter your reports to help you manage your business and stay on top of your finances!
Revenue Report
The Revenue report lets you view total revenue received from invoices, including partial payments.
For example, the revenue report can help you to answer questions such as:
In the month of September, how much revenue did I earn?
Invoices Report
The invoices report helps you to compile a list of invoice balances and totals, along with the status of each individual invoice. This overview lets you quickly see where action is needed most.
For example, the invoices report can help you to answer questions like:
Year to date for 2025, how many invoices did I create and which invoices are still unpaid?
Estimates Report
The estimates report automatically calculates your total estimate volume and allows you to see the status of your estimates for a given date range.
For example, the estimates report can be used to provide provide year over year insights:
How did my estimate volume for this year's busy season (June to August), compare to the same time period last year?
Filter Reports By Date Range
You can select a preset from the Date Range menu, or choose a custom date range for your reports data.
Manage Columns
The Manage Columns menu allows you to show or hide the columns displayed in your reports. Simply put a checkmark next to the columns you want to see, to build your own personalized report.
Understanding Reports Data
Reports are designed to be intuitive and most of the data found in your reports will be self-explanatory. However, some reports terms may appear to overlap at first glance, or you may want some additional clarification about how terms are defined or calculated.
To assist with understanding your reports data, some key terms are described below:
Key Term | Description | Additional Info |
Invoice Creation Date | The date your invoice was created in Joist. |
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Invoice Number | A unique number assigned to each invoice. |
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Client Name | The client name as it appears on the estimate / invoice. |
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Document Date | The date shown in the "Date" field on the estimate / invoice. | By default, this will be the same date as the estimate / invoice creation date.
This date can be changed when editing your estimate / invoice, however. |
Invoice Due Date | Invoice Creation Date + Payment Terms (days).
Example: Invoice created on Jan. 1st, with Payment Terms set to 30 days = Invoice Due Date of Jan. 31st. | When Payments Terms is set to 0 days (due upon receipt), the Invoice Due Date will be the same as the Document Date. |
Fully Paid Date | The date when full payment was recorded on the invoice. | Online payments received through Joist Payments will be recorded automatically on your invoices. |
Current Status | The estimate/invoice status label. Estimates: Draft / Pending / Approved / Declined | Current Status ignores date range filters. |
Invoice Total | The final invoice amount, including:
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Discount | Amount subtracted from the estimate / invoice with a discount. | The discount feature is completely optional. |
Tax | The sum of all taxes applied to the estimate / invoice. | The total amount of taxes is shown in the sub-total area, at the bottom of the estimate / invoice. |
Document Markup | Markup added to the entire estimate / invoice. | Document Markup for reports does not include markup added with the Line Item Markup feature. |
Balance Due (YTD) | The unpaid invoice amount. | Calculation:
YTD = Year-To-Date, up to the current date.
Current date is the date when you're reading this. |
Payment Amount | The total $ amount of payments received during the selected date range. | Includes partial and full payments. |
Balance at Beginning of Period | The unpaid invoice amount at the start of the selected date range. | Calculation: Invoice Total - Payment Amount |
Balance at End of Period | The unpaid invoice amount at the end of the selected date range. | Calculation: |
Estimate Number | Unique number assigned to the estimate. | Only estimates that were sent to a client will be included. |
Estimate Expiry Date | The most recently set expiry date for the estimate. | N/A will be displayed for estimates without an expiry date. |
Estimate Amount | The full dollar amount of the estimate, including:
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