Reports

Reports answer the questions you ask about your business: who still owes you, what came in this month, and whether your work is paying off. Find them under Reports in the sidebar.

Start hereCopy Anchor Link

1. Who owes me money? Open Invoice Aging to see unpaid invoices by how overdue they are.
2. How much did I earn? Open Revenue Summary for the money you received, or Profit and Loss to take your expenses off.
3. Which projects make a profit? Open Project Profitability.

Everything in ReportsCopy Anchor Link

Money

• Invoice Aging: who owes you
• Revenue Summary and Payment Collection
• Profit and Loss and Expense Summary
• Project Profitability
• Estimates Conversion
• Tax Summary

Clients, work and team

• CRM reports: contacts, deals, accounts and tickets
• Project, task and time reports
• Utilization
• HRM reports: attendance, leave and headcount

Using any report

• Filter and export a report

Good to knowCopy Anchor Link

• Sales Summary and Product Performance appear in the list but don't show any data yet. Use Revenue Summary for money in, and Project Profitability to see which work pays best.