About Reports

General

A report can be described as an official document with information on a certain situation or matter. In business, a report usually means an overview of the current state of targets, progress in different aspects of a department's work even a presentation of the actual financial state of the organization.

Reports can help you estimate the state of your business finances and work progress. This in turn will help you decide how to proceed. Elorus creates charts and graphs, using the information you enter in it. All you need to do is keep invoicing, working on projects, entering expenses and registering cash transactions from and towards your business, manually or automatically, through the available online payments gateways.

Data

Your sales (invoices and credit notes) can be presented with the help of elorus's reporting tools per client or individually. In a similar manner you can get reporting in expenses and purchases. The two combine when necessary, regardless of which functionality was used to enter them in the system, for example when evaluating where you spend more. Expenses also combine with payments in cash reports, to indicate how much money you spent.

At the same time, the progress on work done for projects and tasks can also be monitored in reports, on top of the overview of the relevant functions (projects and time).

A summary version of the most important indicators is available in the home screen of your organization such as expenses per category (shown below).

At the same time, accounting reports combine your data even further so you can have an idea about your taxes, revenue and expenses, and general ones such as client balances, products and services reports and more. The whole collection of reports in the system can be found in Reports-> All reports. You can choose any of the available reports and adjust them.

Tracking Categories

The fields of (detailed) reports are not limited to how a report appears on first click - the available related information can always be added in columns and your rows can be grouped so you get more targeted information. On top of that, tracking categories come in use both as filters or additional columns/row grouping options: they can be an improvement factor to you as they can bear additional information in your existing entries.

Check out the "Purchases per supplier" report above, as an example of an already grouped (detailed) table report to get an idea of how they appear.