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Financial Reports

Comprehensive financial insights.

Available Reports​

Revenue Report​

  • Total revenue
  • Revenue by client
  • Revenue trends
  • Forecast

Profitability Report​

  • Gross margin
  • Client profitability
  • Project profitability
  • Cost analysis

Cash Flow​

  • Money in
  • Money out
  • Balance trends
  • Projections

Aging Report​

  • Outstanding invoices
  • Overdue amounts
  • Client payment patterns

Generating Reports​

  1. Go to Financial → Overview
  2. Click Generate Report
  3. Select report type
  4. Set date range
  5. Export

Export Options​

  • PDF report
  • Excel spreadsheet
  • CSV data

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