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Reports

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

Available to: All roles

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 Excel (CSV)” or “Export PDF (printable)” to download or print the report.
Illustrative example

24

Attended

L 6,540

Invoiced

Export Excel (CSV)Export PDF (printable)

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).