What types of reports does Zigaflow have?

Four, all in Report Studio. Current Overview reports on quotations, jobs or sales orders and other records by their current status, which suits pipeline and order book values. Historical Overview has a record for each time a document moved through a status, so it can tell you the value of quotes sent last week. Metrics Leaderboard groups results into a ranking, for example by assigned user or customer. Item Analysis reports by item, product or service, still grouped by customer or user if you want, and filterable by item code.

Can Zigaflow email reports automatically?

Yes. Save the reports you want first, then in Report Center, Saved Reports, click Create Email Summary. Choose the reports, set the frequency and time of day, toggle whether the detail rows are included, set the from address and any email text, and preview. The email can carry several saved reports, and you can test-run it immediately with the play button.

How do I report on job profitability in Zigaflow?

Every job or sales order tracks forecast cost, copied from the quotation or entered with the item, against actual cost, which comes from the purchase orders linked to the job, manual entry and stock allocation, to give a running profit. In Report Studio, select the jobs module and use the report-on dropdown to analyze those metrics, grouped by customer, assigned user or project. Read more on [Project tracking](/features/project-tracking).

Can I see my most quoted items?

Yes. In Report Studio choose Quotations, then Item Analysis as the report type, group by Item Code, report on Quantity, set the number of results and the date range. The same approach on the jobs or orders module, filtered by an item code, shows how many of an item you have sold and its value. Export and download the result if you want it in a spreadsheet.

Why does a quote appear twice in a historical report?

Historical Overview records each time a document passes through a status. If you select more than one status, for example Sent and Accepted, a quotation that moved through both will have its value counted in each. Use Current Overview when you want each record once, as it stands today, and Historical when you want to see how the pipeline changed over a period.

Can I report by project?

Yes. Since June 2026 you can group and summarize data by project in all the relevant modules, so quotes, orders, purchase orders and invoices that belong to one project roll up together. Projects themselves are described on the [Project tracking](/features/project-tracking) page.

Does the spreadsheet export include my custom fields?

Yes. Since July 2026 the Reports export to spreadsheet includes all the custom fields from the source records, so a field you added to jobs or quotes comes through alongside the standard columns.

Can I set my own financial year in Zigaflow?

Yes. Under Cog, Account Settings, edit the financial year information and choose the day and month it starts. Reporting uses it so that year-to-date and period comparisons match your accounts.

Finance

Reports your accountant and your ops manager both trust

Report Studio runs on the same quotes, jobs, purchase orders and invoices your team moves every day, so there is no export to reconcile.

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Jobs · Costs

Summit Conferences · JB-0441

SearchDM

Actual costs from PO-0912 and stock allocation

Set actual to forecastOpen report

Costs and profitPer line

ItemSellForecastActualProfit

Canvas tote, full-colour print1,7331,1481,102631

Ballpoint pen, two-colour pad print383248236147

16GB USB drive, laser engraved2,0701,3731,341729

A5 recycled notebook, debossed1,305855864441

Sell

5,490

4 lines

Actual cost

3,543

Forecast 3,624

Profit

1,947

+81 vs forecast

Margin

35.5%

Quoted at 34.0%

Order book by statusCurrent Overview

Confirmed

Production

Dispatch

Invoice

Order book29,277

Actual costPO-0912

3,047 from Midocean

Applied per line item · received 11 Jun

Supplier invoiceMatched

Midocean · SI-22813,047

Difference to PO0

Saved reportEvery Monday

Order book by status

Emailed to Dana and Marcus at 08:00

Month-end lives in a spreadsheet

Before

Someone exports the quotes, someone else exports the orders, and the two are stitched together in a workbook nobody else can open.

With Zigaflow

Reports run on the live records, so there is nothing to export first.

Nobody knows which jobs made money

Before

Forecast cost sits on the quote, actual cost sits on supplier invoices and stock movements, and profit is worked out at year end, if at all.

With Zigaflow

Each job carries a forecast cost copied from the quote and an actual cost from linked purchase orders, manual entries and stock allocation, with a running profit.

Which products actually sell?

Before

You quote hundreds of items.

With Zigaflow

Item Analysis groups by item code and reports on quantity or value across quotes or orders, filtered by date and status, and downloads to a spreadsheet that includes your custom fields.

What you get

Current Overview: the pipeline or order book by status, as it stands today
Historical Overview: every time a record passed through a status, for period comparisons
Metrics Leaderboard: rank salespeople, customers or any other grouping
Item Analysis: which products were quoted or sold, by quantity or value
Group and summarize by project across the relevant modules
Save a report with its filters and reopen it from the Saved Reports library
Email summaries of saved reports on a schedule, from your own address
Export to a spreadsheet, including custom fields from the source records

How it works

Open report studioGo to Report Center, then Report Studio, and pick the module to report on: quotations, jobs or orders, purchase orders, invoices and the rest.
Choose the report typeCurrent Overview for the position today, Historical Overview for movement through statuses over a period, Metrics Leaderboard for rankings, Item Analysis for products and services.
Group, filter and chartGroup by customer, assigned user, project or item code; break the results down by time; choose the value to report on; filter by status and date.
Save the reportClick Save Report and name it.
Schedule the emailFrom Saved Reports, click Create Email Summary, select the reports, set the frequency and time, add a from address and any covering text, preview and save.

What is Zigaflow reporting?

Report Studio is the reporting layer over every module in Zigaflow. Because quotes, jobs, purchase orders, invoices and stock are held in one system, a report is a view of live records rather than a spreadsheet built from several exports. Choose a module, then one of four report types. Current Overview groups records by their current status, which is how you see the value of the pipeline or the order book today. Historical Overview holds a record for each time a document moved through a status, so it can show what was sent, accepted or invoiced in a period and how that compares to the last one. Metrics Leaderboard ranks whatever you group by, most often salespeople or customers. Item Analysis reports by item, product or service, so you can see what is quoted most and what has actually sold.

Every report can be grouped, broken down by time, filtered by status, date and other fields, and drawn as a column, line or bar chart. Details opens the list of records behind the numbers with links to each one. Since June 2026 results can be grouped by project across the relevant modules, and since July 2026 the spreadsheet export carries the custom fields from the source records.

Saved reports keep their filters, can be updated in place or saved as new, and live in a Saved Reports library as well as the dropdown for each module. Automated report emails send one or more saved reports on a schedule from your address, with or without the detail rows. Set your financial year start under Account Settings and the periods line up with your accounts. For job-level profitability, forecast against actual cost and running profit on each job feed the same reports.

Frequently asked

Works with Reporting

Features

Jobs/Orders Project Tracking Quotes

Integrations

Xero QuickBooks

Industries

Promotional Products & Branded Merchandise Construction & Trade Office Furniture

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