Reports
Get insights into your business performance with comprehensive reports.
In This Section
- Sales Reports - Revenue and sales analytics
- Customer Reports - Customer insights
- Financial Reports - P&L, cash flow, and more
Available Reports
Sales & Revenue
- Sales by period
- Revenue by customer
- Product/service performance
- Invoice aging
Customers
- New vs returning customers
- Top customers by revenue
- Customer acquisition trends
Financial
- Profit & Loss
- Cash flow
- Expenses summary
- Outstanding receivables
Team
- Activity logs
- User performance
- Task completion
Accessing Reports
- Click Reports in the left menu
- Select the report type
- Set filters (date range, etc.)
- View or export
Common Report Actions
Filtering
Narrow results by:
- Date range
- Customer
- Product/service
- Status
Exporting
Download reports in:
- PDF (for sharing)
- CSV (for spreadsheets)
- Excel (for analysis)
Scheduling
Set up automatic report delivery:
- Configure the report
- Click "Schedule"
- Choose frequency and recipients
Dashboard
Your dashboard shows key metrics at a glance:
- Revenue this month
- Outstanding invoices
- Recent activity
- Upcoming tasks
Customize your dashboard in Settings → Dashboard.