How to Use Reports
Reports give you detailed insights into your business performance — revenue, expenses, profitability, task completion, and more.
Accessing Reports
Click "Reports" in the sidebar. Choose from various report types to analyze different aspects of your business.
Available Report Types
- Revenue Report — Income from invoices by period, client, or project.
- Expense Report — Spending breakdown by category, client, or project.
- Profit & Loss — Revenue minus expenses for a clear profitability picture.
- Invoice Aging — Outstanding invoices grouped by how long they've been unpaid.
- Task Report — Task completion rates, overdue tasks, and team workload.
- Client Report — Revenue and activity summary per client.
Filtering Reports
Customize reports with filters:
- Date range — Focus on a specific period.
- Client — Filter by a single client.
- Project — Filter by project.
- Category — For expense reports.
Exporting Reports
Click "Export" or "Download PDF" to save report data for offline analysis or sharing with stakeholders.
💡 Tip:
Set up scheduled reports to receive reports automatically via email on a regular basis.