Suprata Suite · Intelligence & automation

Suprata Report

Answers from your own data.

Suprata Report covers billing and sales, aging, tax, recurring revenue, business units and more. Custom Reports builds a report from almost anything in Suprata. You can also just describe the report you want in plain English.

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Part of Suprata Suite Set up in minutes 6 help articles

What’s included

What Report does

12 capabilities, connected to every other module in Suprata Suite.

Built-in reports

6
  • Billing and sales, billed versus paid
  • Aging report to see who to call first
  • Statements of account
  • Tax reports for your state filing
  • Business unit revenue, including money one location took in for another
  • Stock movements, settlements, deposits and occupancy

Custom Reports

6
  • Build a report from jobs, invoices, payments, agreements, reservations and more
  • Compare periods
  • Save, share and run again
  • Ask for a report in plain English
  • The AI sees the data structure only, never customer data
  • Export to CSV

Screens

Report at work

Screens from Suprata Suite with made-up sample customers. Click any screen to enlarge it.

The revenue report with monthly totals by payment type
Monthly sales and revenue charts

Help center

Learn Report step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

Custom Reports — Build Any Report, or Just Ask for One Custom Reports lets you build a report from almost anything in Suprata: jobs, invoices, payments, agreements, reservations, workflows and more.… Reading the Billing & Sales Report How to actually read the Billing & Sales Report — what each column means, the difference between billed and paid, and how to use date filtering… The Aging Report — Who to Chase First Reading A/R aging buckets so you know which customers to call today, which to call this week, and which to write off. Triage logic, not just a column… Statement of Account — Per-Customer Receivables What a statement of account is, when to send one, what it should include, and how customers actually use it. Tax Reports — What Goes Where on Your State Filing Using Suprata's tax reports to file sales-tax returns. Which numbers map to which boxes, the difference between accrual and cash bases, and the audit… Business Unit Revenue — What Each Shop Earned, and Who Holds Whose Money The Business Unit Revenue report splits revenue by the shop that did the work. It also lists money one shop took in for another, so you can settle…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. Report reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata DashboardLive dashboards for every role, with goals, pace and trends. Suprata AI AssistAI search, a daily brief, account and job summaries and note cleanup, right where the work happens. Suprata IntegrateQuickBooks Online and Xero, payment processors, a documented API, webhooks and an event feed. Suprata TaxTax categories, tax tables by location, exempt customers and tax reports.

Suprata Suite

Get Report tonight

See which plan includes Report on the pricing page, or book a demo and we’ll walk you through it.

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Or call 888-494-4335