Reports

How to Read Your Dashboard KPIs

Your dashboard gives you an instant snapshot of your business finances for the current month — no spreadsheet needed.

How to Generate a Revenue Report

The Revenue Overview report shows your invoiced vs collected amounts over time, with comparison against previous periods.

How to Analyse Outstanding Invoices with AR Aging

The AR Aging report groups your overdue invoices by how long they've been outstanding, so you know who to chase first.

How to Use the Customer Insights Report

Customer Insights shows your top customers by revenue collected, how quickly they pay, and whether their payment behaviour is improving or worsening.

How to Check Your Invoice Performance

The Invoice Performance report shows your average time to payment, invoice success rate, and how customers are paying.