Understanding your reports

Open Reports in the sidebar to see the full catalog, grouped into two kinds:

Financial summaries

1. Profit and Loss — your cash-basis profit: payments received, less expenses. Unpaid invoices are not counted until they are paid.
2. Payment Summary — every payment received, with its client, invoice, method and date.
3. Client Revenue — billed, outstanding or paid amounts by client, month by month.

Detailed exports

1. Invoice Details — every invoice line by line, with tax, payments and balance due.
2. Expense Details — every expense, grouped by client, with client and grand totals.
3. Timesheet Details — every time entry, grouped by client and team member, with hours totals.

Each report has its own filters (date range, client, etc.) on its detail page, right above the results.

Reports count what happened, so records of archived clients and projects are included. Deleted expenses and the templates behind recurring invoices are not.