Reports & Analytics

Comprehensive reporting and analytics to understand your business performance.

Overview

The Reports section provides:

• Financial reports (AR aging, revenue)
• Inventory reports
• Timesheet analytics
• Custom date ranges
• Export capabilities
• Visual charts and graphs

Accessing Reports

1. Navigate to Reports in the sidebar
2. Select a report type from tabs
3. Configure filters and date ranges
4. View results and charts
5. Export if needed

AR Aging Report

Overview

Accounts Receivable (AR) Aging shows outstanding invoices by age:

• Current (not yet due)
• 1-30 days overdue
• 31-60 days overdue
• 61-90 days overdue
• 90+ days overdue

Using the Report

1. Go to Reports → AR Aging
2. Select date range (optional)
3. View aging buckets
4. See total amounts per bucket
5. Click invoices to view details

Benefits

• Identify overdue invoices
• Prioritize collections
• Understand cash flow
• Track payment trends

Revenue Analytics

Revenue by Month

View monthly revenue trends:

• Last 6 months by default
• Custom date ranges
• Line chart visualization
• Compare months
• Identify trends

Revenue by Client

See which clients generate most revenue:

• Total revenue per client
• Number of invoices
• Average invoice value
• Client ranking
• Useful for relationship management

Revenue by Product

Analyze product performance:

• Revenue per product/service
• Quantity sold
• Average price
• Top sellers
• Product profitability

Using Revenue Reports

1. Go to Reports → Revenue Analytics
2. Select view (Month, Client, Product)
3. Set date range
4. View charts and tables
5. Export data

Inventory Reports

Stock Levels

View current inventory status:

• All products with inventory
• Current quantities
• Low stock alerts
• Reorder points
• Total valuation

Inventory Movements

Track inventory changes:

• Receipts and sales
• Adjustments
• Movement history
• Trends over time
• Fast-moving items

Inventory Valuation

Calculate inventory value:

• Total inventory value
• Value by product
• Cost analysis
• Turnover rates

Using Inventory Reports

1. Go to Reports → Inventory
2. Select report type
3. Filter by product or date
4. View summaries and details
5. Export for analysis

Timesheet Reports

Utilization Reports

Track employee time:

• Hours worked per employee
• Billable vs non-billable ratio
• Capacity utilization
• Overtime tracking
• Productivity metrics

Project Time

Analyze project time:

• Time per project
• Team member contributions
• Billable hours summary
• Project profitability
• Time by task

Using Timesheet Reports

1. Go to Reports → Timesheets
2. Select report type
3. Filter by employee, project, or date
4. View charts and summaries
5. Export data

Report Features

Date Ranges

All reports support date filtering:

• Preset ranges: Today, This Week, This Month, This Year
• Custom range: Select start and end dates
• Comparison: Compare periods

Export Options

Export reports to:

• CSV: For Excel/spreadsheet analysis
• PDF: For sharing and printing
• JSON: For data integration

Filters

Filter reports by:

• Date range
• Client
• Product
• Employee
• Project
• Status

Charts & Visualizations

Reports include:

• Line charts for trends
• Bar charts for comparisons
• Pie charts for breakdowns
• Tables for detailed data
• Interactive tooltips

Dashboard Overview

The Dashboard provides quick insights:

• Key metrics at a glance
• Revenue trends (last 6 months)
• Invoice status breakdown
• Overdue invoice alerts
• Quick action shortcuts

Best Practices

• Review regularly: Check reports weekly/monthly
• Compare periods: Track trends over time
• Export data: Keep historical records
• Use filters: Focus on specific areas
• Share insights: Discuss findings with team
• Act on data: Use reports to make decisions

Custom Reports

While custom report builder isn't available yet, you can:

• Export data and analyze in Excel
• Use filters to focus on specific areas
• Combine multiple reports
• Create your own visualizations

Report Scheduling

Future feature: Schedule reports to be:

• Emailed automatically
• Generated on schedule
• Sent to team members
• Archived for history

Next Steps

• Export data for external analysis
• Set up integrations for automated reporting
• Configure alerts for important metrics
• Review dashboard for quick insights