This page explains how to get a report of how much you've charged for roll-off work orders along with how much you're spending to get rid of the trash.

Before You Begin

In order to use cost tracking, you must first select System > Properties > Billing Options > Enable Customer Costs from the Trash Flow toolbar. (If this option has been turned on, there will be a check mark next to Enable Customer Costs.) With this option selected, you will have an opportunity to enter cost information when completing all work orders.

Create the Report

1. Click Reports > Financial Reports > Income/Cost Report.
2. Enter a Start Date and End Date that the report will cover.
3. Choose whether the Format should be a PDF or a comma-separated value (CSV) file to be opened in a spreadsheet program.
4. Use the data filtering options (listed below) to choose what customers will be included in the report.
5. Choose whether report Sorting will be done by Driver, Truck, Customer, or Day.
6. Choose whether you want to Preview the report (usually checked) and Show Report Criteria (usually unchecked).
7. Click OK to review and print.

Reference: Data Filtering Options

• Account Type: Chooses whether to include residential, commercial, contract, or all customers.
• Billing Group: Chooses whether to include customers in a specific billing group or in all billing groups.
• Sales Tax District: Chooses whether to include customers from a specific sales tax district or from all districts.
• Bill Codes: Chooses whether to include customers with a specific bill code, no bill codes, or all bill codes.
• Geographic Region: Chooses whether to include customers in a specific geographic region, all geographic regions, or no geographic region.
• Route: Chooses whether to include customers on all routes or on one specific route.
• Driver: Chooses whether to include customers picked up by all drivers or by one specific driver..
• Truck: Chooses whether to include customers picked up by all trucks or by one specific truck.
• Business: Chooses whether to include customers of one of your businesses or customers of all your businesses.

For Trash Flow Mobile users: Report options on Trash Flow Mobile will work just as described in this article and appear in the same order. The user interface is slightly different to accommodate how we use tablets and phones; for more details, or to learn more about accessing your data from a phone or tablet, see Using Trash Flow Mobile.