Reports and exports

Reports (in the menu) shows what you've billed, what's been paid, what you spent on the road, and what's still owed — for any period.

Choose what to look at

• Period: This month, Last month, This quarter, Last quarter, This year, Last year, Last 12 months, All time, or Custom with your own dates. CrewRoo remembers your choice on each device.
• Count income by: Date sent counts an invoice in the month you sent it; Date paid counts it in the month you marked it paid. Use Date paid if you or your accountant work on a cash basis.
• Clients and Aircraft: tick one or more to narrow everything down; leave them on All to see the lot.

What's on it

• Overview: income by month (chart), and a summary split into day-rate earnings, per diem, expenses reimbursed and mileage reimbursed — handy at tax time, since earnings and reimbursements are treated differently.
• Income: totals by client, by aircraft and by month, and every invoice in the period.
• Expenses: your approved receipts dated in the period, by category, with whether each one is on an invoice yet, plus your mileage.
• Unpaid: every invoice sent and not yet paid, grouped by how late it is. This always shows today's position, whatever period you picked.

Income only counts invoices you've sent or that are paid — never drafts or voided ones.

Export

Tap Export and choose PDF report, Excel workbook or CSV file. The file matches what's on screen: the same period, filters and numbers. On the iPhone and Android apps it opens the share sheet, so you can save it to Files, email it, or send it to your accountant.