How to Use Reports
Reports give you detailed insights into collections, expenses, outstanding invoice balances, task completion, and other business activity.
Accessing Reports
Click "Reports" in the sidebar. Choose from various report types to analyze different aspects of your business.
Available Report Types
- Net Collections: Payments received minus refunds and payment reversals recorded in the selected period.
- Recorded Expenses: Spending entered during the selected period, with breakdowns by category, client, or project.
- Net Cash After Expenses: Net collections minus recorded expenses for the selected period.
- Invoice Aging: Remaining invoice balances grouped by how long they have been unpaid. Credits and refunds are included in those balances.
- Task Report: Task completion rates, overdue tasks, and team workload.
- Client Report: Collections and activity summary for each client.
Understanding the totals:
Net collections show cash activity, not the value of work completed. A period can show negative collections when refunds recorded during that period are greater than payments received.
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.