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Reports

Reports brings together a catalog of 39 reports and a financial summary. Review sales, collections, expenses, projects, time, support, communication, your team and AI usage. Filter the data, compare periods and open the records behind each figure.

  • 39 reports with filters, grouping and period comparisons
  • Private or shared views and scheduled email delivery
  • Excel, PDF and CSV exports
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Sample screen with fictitious data.

From the financial summary to the detail of each area

Choose the report that answers your question and adjust how you want to see the data.

  • Financial summary

    Review collections, expenses, cash flow, outstanding balances and figures by client.

  • Sales and collections

    Review opportunities, proposals, invoices, payments and balances using the report catalog.

  • Projects, time and support

    Use project, task, time and ticket reports to review delivery and customer support.

  • Team, communication and AI

    Review team activity, communication and AI usage with the permissions required for the source data.

  • Filters, grouping and detail

    Group results, compare periods and drill from a figure into the records that make it up.

  • Excel, PDF and CSV

    Download the catalog view as Excel or PDF, or choose CSV separated by commas or semicolons.

Save the view you review every week

Save a report’s period, filters, grouping and comparison as a view. Keep it private or share it with your organization if you have the required permission.

Schedule that view for email delivery every day, week or month. Availability and limits depend on your plan; sharing views and sending to other people requires the relevant permissions.

Who owes you and for how long

The Receivables aging tab spreads everything still to be collected across five buckets and adds them up in Total owed. If the 90+ days bucket has an amount, it shows in red.

Below it is Who owes: each client with their open balance, from largest to smallest and in red if anything is overdue. One click on the name opens the client's record so you can review their invoices and follow up.

You can put that same question to your connected ChatGPT or Claude: it ranks the balances by currency, compares what each client owes and tells you whether what you billed a client squares with what they paid.

How to review and share your figures

  1. Choose a report

    Open the catalog and select the area you want to review.

  2. Adjust the query

    Choose the period, then filter and group the data to answer your question.

  3. Compare and drill down

    Compare with another period and open the records behind a result.

  4. Save the view

    Keep the query for yourself or share it with your team if you have permission.

  5. Export or schedule delivery

    Download Excel, PDF or CSV, or schedule email delivery according to your plan and permissions.

Each catalog report requires permission to access its source data. The financial summary requires access to invoices, payments and expenses; its list of who owes also requires client access. Sharing a view does not grant access to data the other person cannot view.

Frequently asked questions

Does Reports replace my accounting system?

Reports helps you review your operations and figures. Formal bookkeeping, tax filings and bank reconciliation stay with your accountant. You can send catalog views as Excel, PDF or CSV.

Can I review a past quarter or year?

Yes. Choose Custom range and set the start and end dates. The range includes both days you pick.

Do draft invoices count?

No. Billed amounts and tax only include issued invoices. Drafts and voided invoices are left out, and collected amounts come from the payments you recorded.

What if a figure doesn't add up?

Open the source record and fix the data there: the invoice, the payment or the expense. Reports does not keep a separate copy, so it shows the correction the next time you open it.

Reports works together with

See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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