Financial Reports

Generate comprehensive financial breakdowns with equipment costs, labor, markups, and taxes calculated per room and project-wide.

Export Report

The Export Report provides a complete financial analysis:

What's Included

• Project Header - Company branding, project info
• Financial Summary Cards - High-level totals
• Room-by-Room Breakdown - Detailed per-room costs

Cost Categories

Each room shows:

• Equipment Cost / Sell - Product costs with markup
• Labor Cost / Sell - Installation labor
• Programming Cost / Sell - Control programming
• Configuration Cost / Sell - Device setup
• Cabling Cost - CAT6 specifications
• Schematics Cost - Drawing/documentation
• Project Management - PM overhead
• Shipping - Shipping costs
• Travel - Pass-through expenses
• Tax - Calculated taxes

Generating the Report

1. Open a project
2. Click Export Report (or find in export menu)
3. Report opens in a print-optimized layout
4. Use browser print (Ctrl/Cmd+P) to save as PDF

Excel Export

Project data exports to a full .xlsx workbook via the in-app Export to Excel button, the REST API, or the MCP tool. See Excel Export for the user guide.