> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand your numbers with reports

> Track revenue, jobs, payment health, agent performance, and usage from live shop screens. Know what is working without building spreadsheets.

Here is what you can use now. These screens read from live shop data.

## Numbers you can use now

| Where                 | What it tells you                                                    |
| --------------------- | -------------------------------------------------------------------- |
| Payments overview     | Collected vs outstanding, deposit totals, payment activity by period |
| Invoices list         | Who owes what, overdue aging, status counts                          |
| Estimates list        | Sent vs approved vs declined, pipeline value waiting on customers    |
| Automations analytics | Run counts, success rates, failures across every workflow            |
| Inventory reports     | Film usage, cost of materials consumed, waste over time              |
| Campaign stats        | Delivered, opened, clicked, bounced for each email send              |
| Agent activity        | Conversations handled and outcomes under **Agents**                  |

Each of these answers a real question without exporting anything:

* **Who owes me money?** The invoices list sorted by due date, oldest first.
* **Are quotes converting?** Compare approved against declined estimates this month.
* **Is my follow-up running?** Automations analytics shows runs and failures at a glance.
* **What did materials cost me?** Inventory usage and cost reports over any date range.

The Analytics area is a preview and currently runs on demo data. Treat it as a look at the layout, not as a source of truth. Do not use its numbers for business decisions or bookkeeping.

## Getting data out

ShopWrk supports CSV export for contacts and other records from their respective list views. For accounting close, most owners pull the invoice list filtered to the month plus the payments overview, and their accountant takes it from there.

## Related

<CardGroup cols={2}>
  <Card title="Billing and usage" icon="receipt" href="/settings/billing">
    Where messaging and assistant usage meters live.
  </Card>

  <Card title="CRM" icon="address-book" href="/features/crm">
    The pipeline behind conversion tracking.
  </Card>
</CardGroup>