Business

Operator's Operating Statement in Docyt

Table of Contents

Accessing the Operator Operating Statement

  1. To access the Operators Operating Statement, you must log in to your Docyt account.
  2. From the top navigation menu, select 'Business Reports' from the drop-down menu.
  3. In the subsequent menu, choose 'Management Reports'.
  4. On the Management Reports page, locate and click on the 'Operators Operating Statement' option to access the report.


  5. Choose the specific period you want to analyze to tailor the statement to your needs.


  6. Generate the Operators Operating Statement and thoroughly examine the comprehensive results to gain valuable insights into your business's performance.

Limited Access: This report is exclusively available for select Docyt Plans. If you don't have access, please contact support@docyt.com for help.

Excel or PDF File Download

  • Generate and review the desired report in Docyt.
  • To export your report to Excel or PDF format, go to the top right corner of the report page and find the three-dots menu icon (...). Click on the three dots to reveal the menu options, and from there, select 'Export as Excel' or 'Export as PDF'.
  • A notification will appear, indicating that the report can be downloaded from the 'Data Export' section of Docyt.
  • To download the report, navigate to the 'Data Export' section by clicking the 'Data Export' link in the notification. Click the ellipsis menu on the 'Data Export' page and select the 'Download' option.
                                            

 

 

Components and Sections of Operator's Operating Statement

The main components of an Operators Operating Statement include:

  1. Income (Revenue): This section lists all the income generated by the business during the reporting period. It has sales revenue, service revenue, and any other sources of income directly related to the business's operations.

  2. Cost of Goods Sold (COGS): This section includes the direct costs of producing the goods or services the business sells. It encompasses costs like raw materials, labor, and manufacturing expenses. COGS is subtracted from revenue to calculate the gross profit.

  3. Gross Profit: This is the difference between revenue and the cost of goods sold. It represents the basic profitability of the business before considering other operating expenses.

Benefits of the Operator Operating Statement

This statement offers limited data visibility to operators and managers within the business. It allows business owners to separate vital data from operational employees, ensuring confidentiality and control over sensitive information.


How to Address Inaccurate Operator's Operating Statement Data

If you encounter inaccurate data on your operator's operating statement, there are steps you can take to address the issue.

First, it is recommended that you consult with your Docyt Account Manager, who can help with any discrepancies.

Also, if you have general support questions, you can contact Docyt support at support@docyt.com for help troubleshooting and resolving your statement's inaccuracies.