Reports

The Reports module gives you a comprehensive view of your business performance across all modules.

Accessing Reports

1. Click Reports in the left sidebar.
2. A sub-menu lists all available report types.

Available Reports

1. Customer Report

Shows revenue, invoice totals, and activity per customer.

How to run:

1. Go to Reports → Customers.
2. Set the Date Range.
3. Optionally filter by Customer or Group.
4. Click Apply.
5. The report shows invoice totals, paid amounts, outstanding balances, and project count per customer.

2. Payment Report

Shows all payments received within a period.

How to run:

1. Go to Reports → Payments.
2. Set the Date Range.
3. Filter by Customer or Payment Mode (optional).
4. Click Apply.
5. The report shows payment date, customer, invoice reference, amount, and mode.

Export: Click Export CSV or Export PDF to download the report.

3. Invoice Report

Shows invoice activity grouped by status or customer.

How to run:

1. Go to Reports → Invoices.
2. Set Date Range and optional filters (Status, Customer).
3. Click Apply.
4. See totals for Paid, Unpaid, Partial, and Overdue invoices.

4. Project Report

Shows project status, time spent, and budget summary.

How to run:

1. Go to Reports → Projects.
2. Filter by Status, Customer, or Date Range.
3. Click Apply.
4. The report shows project name, customer, status, start/end dates, and task completion percentage.

5. Task Report

Shows task completion rates and workload by team member.

How to run:

1. Go to Reports → Tasks.
2. Filter by Status, Priority, Assigned Member, or Project.
3. Click Apply.
4. The report shows counts by status and priority, plus tasks per team member.

6. Contract Report

Shows contract status and renewal pipeline.

How to run:

1. Go to Reports → Contracts.
2. Set Date Range and filter by Status if needed.
3. Click Apply.
4. See counts of Active, Signed, Expired, and Draft contracts.

7. Proposal Report

Shows proposal conversion rates.

How to run:

1. Go to Reports → Proposals.
2. Set Date Range and filter by Status if needed.
3. Click Apply.
4. See counts of Sent, Accepted, Declined, and Expired proposals, plus conversion percentage.

8. Expense Report

Shows expenses by category, project, and customer.

How to run:

1. Go to Reports → Expenses.
2. Filter by Date Range, Category, Project, or Customer.
3. Click Apply.
4. The report shows total expenses broken down by category with individual entries.

9. Timesheet Report

Shows hours logged, billable vs non-billable, and amounts by project or team member.

How to run:

1. Go to Reports → Timesheets.
2. Filter by Date Range, Project, Customer, or Team Member.
3. Click Apply.
4. The report shows hours per entry, total hours, hourly rate, and billable total.
5. A chart visualises hours by project or member.

10. Detail Report

A comprehensive export combining data from multiple modules.

How to run:

1. Go to Reports → Detail Report.
2. Select the Module (Invoices, Payments, Expenses, etc.).
3. Set filters and date range.
4. Click Generate.
5. Review the table and click Export to download.

Exporting Reports

Most reports support export in:

• PDF — formatted printable report
• CSV — spreadsheet for further analysis in Excel or Google Sheets

Click the Export button in the top-right corner of any report page.

Tips

• Run the Payment Report monthly to reconcile cash received against invoices.
• Use the Timesheet Report before billing to verify hours claimed on invoices.
• The Proposal Report conversion rate tells you how effective your proposals are — aim for 50%+.
• Export Expense Reports quarterly for accounting or tax purposes.