Available by clicking Reports in the navigation bar at the top of the page, the following reports provide deep insight into your account with RollKall. Note that you can download each report in the list as a PDF or CSV, and you can also print each report.
- Select the report you want to run in the dropdown.
- Select your report parameters as appropriate.
All reports require you to enter the a date range to filter data appropriately.
| Report Name | This report lists details regarding |
|---|---|
| Invoice History |
the status and details of all invoices. |
| Payment History |
which payments have been made. It lists payments and invoices per officer, coordinator, and job location. |
| Transaction History |
your credit card and/or ACH bank transactions. You can click View Details to see and print out the details of each transaction. |
| Officer Overview |
job details by officer. |
| Client Overview |
activity specific to your account. It lists specifics your jobs, job locations, and officers working those jobs. |
| Location Overview |
job details by location. |
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