---
title: "About Reports & Dashboards"
slug: "about-reports-dashboards"
updated: 2026-10-14T15:18:39Z
published: 2026-10-14T15:18:39Z
canonical: "help.elorus.com/about-reports-dashboards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.elorus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Reports & Dashboards

## Reports

Elorus **Reports** let you monitor your business’s financial performance in real time. The financial data displayed in the reports is based on the records you’ve entered and the documents you’ve issued.

Reports are organized into the following categories:

- **Sales**
- **Expenses & purchases**
- **Time tracking**
- **General** (Client & supplier balances, Products/Services report)
- **Cash Flow** (Payments received and Payments sent)
- **Accounting** (Revenue/Expenses, Taxes)

On the **Organization overview** page you can get a quick snapshot of your financials through widgets and charts.

![Reports overview](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/overview-part-1-int.png)

![Reports overview through charts and other indicators](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/overview-diagram-int.png)

To view all available reports and dive into detailed insights, go to the main menu and click **Reports > All reports**.

### Managing reports

#### Customization

Reports are fully customizable to meet your needs. You can adjust the **Period**, apply **Filters**, and configure the *Columns* through the **Options** menu.

![Managing reports - Customization](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/managing-reports-customization.png)

The **Period** can be set to predefined options (Today, Current month, Last year, etc.) or you can define an *Absolute* or *Relative* period.

In the **Filters**, you can choose from options, such as document *Status* (Paid, Unpaid, etc.), *Client*, *Document Type*, *Currency*, and more.

The **Options** section allows you to group results by specific criteria (Date, Month, Document type, categories etc.) so you can track relevant subsets for each group.

Tip

Use the *Group results by month* option to view monthly breakdowns of your sales, expenses, and other key business figures.

After customizing a report, click **Update report** to view the results.

#### Presets

You can save your current settings by clicking **Save as**. This allows you to easily retrieve them later.

![Saving current settings in Reports](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/reports-presets-button-options-int.png)

When you select **Save as**, you’ll be prompted to give your configuration a *Title* and optionally a *Description*.

Each **Preset** stores:

- The selected **period** (including **relative** dates like *last month* or **absolute** dates),

For flexibility, prefer using relative periods (e.g. Last 6 months) when saving report settings.

- Any **filters** you’ve applied,
- Your preferred **Columns** and layout,
- **Grouping** options used for result breakdowns

To view and manage your report presets, click **Load**. From the list, click a title to open that report, or use the pencil icon to edit or the trash icon to delete.

If you make changes to a saved report, you can update it by clicking **Presets > Update preset**.

This feature is available with select [subscriptions](https://www.elorus.com/en/pricing/elorus-complete/).

#### Export

You can download any report in Excel or PDF format by clicking **Export**.

![Report export options](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/reports-export-int.png)

The files will be saved to your default download folder, which is configured in your browser settings (Chrome, Mozilla, Safari, etc.). For more information, visit the [relevant article](/int/docs/find-files-downloaded-elorus).

## Dashboards

Dashboards are summary reports that present data visually through graphs and charts. They help you identify financial trends and assess your business performance at a glance.

Dashboards are divided into the following categories:

- **Sales** dashboard
- **Expenses & purchases** dashboard
- **Team productivity**
- **Cash flow** dashboard

To access, click on **Dashboards** from the main menu.

Like reports, dashboards allow you to set a **Period**, and apply **Filters** for more targeted insights.

For a detailed explanation of each dashboard, refer to the related article.

## Related

- [Sales reports](/salesreports.md)
- [Expenses and Purchases Reports](/expenses-purchases-reports.md)
- [Cash flow Reports](/cash-flow-reports.md)
- [Accounting reports](/accounting-reports.md)