Financial Reports

Understand your business performance with detailed reporting.

Available Reports

Revenue Report

Shows income over time:

• Total revenue by month
• Revenue by client
• Revenue by project
• Payment status breakdown

Outstanding Report

Track unpaid invoices:

• Total outstanding
• Aged receivables
• Overdue invoices
• Payment trends

Project Profitability

See which projects are profitable:

• Budget vs actual
• Time vs estimate
• Profit margin per project
• Hourly rate achieved

Generating Reports

1. Go to Reports
2. Select report type
3. Choose date range
4. Apply filters
5. Click Generate

Exporting Reports

Download reports as:

• PDF for sharing
• CSV for spreadsheets
• Excel format

Report Filters

Filter by:

• Date range
• Client
• Project
• Status
• Invoice type

Scheduled Reports (PRO)

Automatically receive reports:

• Weekly summary
• Monthly financials
• Quarterly review
• Annual report

Set up in Reports > Scheduled.