Documentation

User manuals

Log in

Reports

A quick business view for decision making: activity, billing, expenses, and margins.

Available to: Owner and administrator

Go to module
View the executive report
  1. 1Go to Reports and choose the period: “Today,” “Week,” or “Month.”
  2. 2Check the KPI cards: Attended, Cancelled, Invoiced, Expenses, Simple margin, and Margin with cost, each with its comparison against the previous period.
  3. 3Click “Export CSV” to download it, or “Printable view” to open it ready to print.
Illustrative example

24

Attended

6,540.00

Invoiced

Export CSVPrintable view

Simplified preview for illustration only. Not an actual screenshot of the system.

Tips

• The comparison (+/-%) is calculated against the same previous period (for example, this week vs. last week).