Reporting
  • 10 Jul 2022
  • Contributors

Reporting


The overview dashboard

On the very top of the overview, you will see four boxes. They already contain information, tracked hours, outstanding invoices and more- you can adjust the view by activating the data set you want.

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Charts

To assist you further, we have created charts of the three following categories. Each one represents values of specific data:

  • Sales and purchases

  • Expenses by category

  • Cashflow timeline

  • Tracked hours

The following image is one of the "expenses by category" of the last 12 months (as you can see in the interval selection field). Each of the sections in the pie chart represent amounts spent in each of the categories, which have been applied in item lines of your expenses or bills.
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Tip! Hover over the graph and view the exact amounts represented.

Outstanding Invoices, bills and client balances

On the bottom part of the dashboard you will find three lists: Outstanding invoices, outstanding bills and client balances. The purpose of the lists is to briefly show you what you can expect to be paid and what you are ought to pay. Client balances gives you an idea of which clients owe you the most.

The lists offer shortcuts to the "detail report" of the full list of related records, as well as for viewing the Invoice, Bill or Client you wish to take action on.

Reports

The main menu provides all necessary functionalities to issue invoices, send estimates as well as register expenses and time entries. Automated notifications, email communications and options to monitor overdue invoices or exceeding customer/supplier balances are plentiful.

Each time you use any of the functions to create a new invoice, expense, time or other entry, your reporting is updated automatically. This means that reviewing the financial outcome and productivity of your team becomes possible with reporting.

You can use Elorus's detail (tables) or summary (chart) reports to answer questions like below;

  • What have I spent the most for this month to date?

  • Which of my products/services are the most popular in the past year?

  • Which clients owe a significant amount?

  • What was the Income/Expenses balance of my organization last quarter?

  • What is the balance towards my supplier?

  • My monthly sales of the year.

  • How is my cash flow balance this week?

  • and much more.

Inside "Reports-> All reports" you will find the below collections.

Screenshot_4 (5)

Sales

Find a full table of invoices and credit notes, as well as a per client sales table. View invoices and credit notes in useful charts that utilize custom filters. See more.

Expenses & Purchases

Inside the collection you will find a list of every entry you create in expenses and bills. Reports per expense category, bills per supplier table as well as summary reports for purchase invoices (bills) are available. See more.

Cash flow Reports

Incoming and outgoing payments form detailed and chart reports, in combination or separately. See more.

Accounting reports and more

Locate your income/expenses detailed report which could potentially be used as your single entry book. Client/supplier statement may as well be a valuable tool between you and your business partners.

Check out "Products/services report" to find out how successful each product code is among your clients. See more.
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Project management and productivity reporting

An important aspect of using the application is time and project management. Time entered by users is registered in relation to projects, tasks and clients and can give you insights with regards to which team member is the most efficient, fast or valuable in terms of financial value of their work.

  • By using elorus's time management you may find;

  • How many are the none billable hours of the user?

  • Which tasks have the team been more efficient with?

  • Which time period where the longest hours tracked?

  • Which users have the highest billed/billable amount in the organization?

  • How much has each project been actually invoiced for?

Time entries details

All registered hours, per project and task they concern. Use filters to confide in one task or project. See more.

Projects detail

A full list of your projects. Whether fixed cost entries or worked on a per hour charge basis, they create an entry on that table so you can quickly compare or see an overview of outcomes to date. See more.

Team

The report will show you how users perform for specific time periods. The data can be viewed in team total or for users individually.

You can compare between users, tasks, projects, as well as more than one value, depending on what the information you are looking for is. For more detail, see the presentation (sneak preview; image below)
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Presentation

The presentation of each report would differ depending on the needs of each user.

Elorus offers the capability to define the presentation of a report in a specific time period and according to certain filters. Moreover, a user can define the columns included in the report.

Lastly, a user can imply the tracking categories that are saved in the relevant menu. The presentation will be adjusted to these categories.

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See more about how to adjust your reports, in this guide.


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