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!
Note: Check out Understanding your Joist Reports data to get a better understanding of the key terms used in your Joist Reports section.
Overview Report
The Overview Report gives you a snapshot of your revenue for the current month. It's helpful for when you need a quick glance at how you're progressing for the month.
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?
Sales Tax Report
The sales tax report helps you accurately track and summarize collected sales tax by jurisdiction (state/province, county, city, etc.), based on configured tax rates in your invoices.
Filter by Date Range
You can select a preset from the Date Range menu, or choose a custom date range for your reports data.
Filter by Client
You can also filter by client to update your data snapshot with data for a single client. Type in a name to search a client, or simply select a client from the drop down menu.
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.
Export your reports
Export reports as .CSV files to analyze or share the data in spreadsheet tools like Microsoft Excel or Google Sheets.
Simply click the Download button in the reports section to save a .CSV to your computer.