Reporting

The Reports feature provided by Elorus contains everything you need in order to track your finances and get a comprehensive picture of your business.

These reports show the result of the entries you have made in the app for a certain period of time.

Overview page

The overview page of your organization is actually the home page when you log in the app. It acts as a summary of your financial data, presented to you through visual data. You get the picture of your organization at a glance, so that you can act immediately where your business needs it the most.

The top section of the dashboard features four slots that provide a quick overview of certain data (Tracked hours, Outstanding invoices, Net cash flow and Outstanding bills), however you can customize it by clicking the widget button (in the circle below).

Charts

For an even better presentation, we have created charts to show the following data:

• Revenue and expenses

• Expenses by category

• Cashflow timeline

• Tracked hours

The example below shows the expenses of the previous year (last 12 months). As you can see, the pie has been divided according to the amount spent on each of these categories.

Tip! Hover over the chart to view the exact amounts.

Outstanding invoices, Outstanding bills and Client balances

The bottom part of the dashboard features three slots: Outstanding invoices, Outstanding bills and Client balances. The purpose of this part is to give you an overview of which invoices are due, what you have to pay (to your suppliers) and which customers owe you

Reports

Within Reports > All reports menu you get 20 different reports, divided into 6 main categories.

Sales

Sales reports present the data resulting from your sales (Invoices and Credit notes) and basically show the turnover you make in a specific period or per specific customer. See more.

Expenses & Purchases

These reports present the data resulting from your financial obligations either to your suppliers or to third parties. See more.

Time tracking

A core feature in Elorus is time and project management. There are two related reports: Projects detail and Time entries detail.
The Project detail report shows information about the total, billable and non-billable hours spent on each project.
Time entries detail report presents all registered hours, per project and per task. See more.

General reports

In this section you will find reports about Client balances, Supplier balances, and Products/Services.

Cash Flow

Incoming and outgoing payments create detailed reports, combined or separately. See more.

Accounting

Revenue / Expenses detail report and Tax report provide you with information about the profitability of your business and the taxable amount (both sales & purchases).

Display

The display of the reports may differ, depending on the needs of each user.

You can customize the view of each report by selecting a certain period and/or apply additional filters. You may choose the columns of the report and group the results by certain tracking categories.

Learn more about how to customize your reports, in this guide.