Reports Functionality
Reports contains some powerful reports that you can run at any time on the data that you have saved in the Clientl system.
There are a variety of reports available to users out of the box. We will continue to expand the list of available reports in future versions of the application. In addition, the application can be extended with custom reports that will help you to meet your specific business goals.
Reports Overview
The reports overview screen shows a couple of quick reports to help you know where your business stands at a glance. These reports include tiles at the top that indicate current monthly statistics, such as: monthly revenue earned (based on payments received from invoices), total number of new customers for the month, total of new projects created in the current month, and total number of invoices created during the current month.
Revenue Reports
Revenue reports help to easily show various aspects of your earnings. These reports include the following reports:
Revenue by Client
This report shows the earnings broken down by customer for the past 30 days. When the report is opened, you will see a breakdown of the top five customers ordered by the amount of earnings from the customer for the past 30 days. In addition, a quick graph will show you a breakdown of the earnings by top five customers. Finally, a full list of all earnings is displayed by customer, so that you can see the total of earnings by customer.
Accounts Aging
This report pulls a list of all open invoices for the past 180 days and groups them by the time that they have been open into categories of: 1-30 days, 31-60 days, 61-90 days, 91-120 days, 121-150 days, and 151-180 days. This will help you to visually see how long some invoices have been open without being paid, so that you can quickly follow up with the customer to collect payment and close the invoice. Note that this list only pulls open invoices (unpaid invoices) for the last 180 days, so if you have invoices that are open more than 180 days, they will not show up on this report.
Invoice Details
This report pulls a list of all invoices created in the past 30 days and organizes them by type (Draft, Quote, or Invoice). This will help you to visually see if you have any Draft invoices or Quotes that may need to be followed up on with the customer or converted to invoices, so that you can collect payments from the customer.
Project Reports
Project reports help to easily show various aspects of the projects in your account. These reports include the following:
Project Status
This report pulls all undelivered projects and shows their current status. You can set your own statuses for your application under the owner dashboard. The status can be changed via the projects Kanban board, so that you can keep track of the status of all of your projects quickly and easily.
Projects Delivered by Month
This report shows a simple bar chart that lists the number of projects delivered by month for the current calendar year.
Projects Not Delivered
This is a simple report that will allow you to download a csv file of all projects that are not delivered. This will help you to keep track of all projects that have not been delivered, so that you can follow up with the customer to take delivery of the project and close out the project.
Customer Reports
Customer reports help to easily show various reports to help you keep track of your customers.
New Customers by Month
This report shows a simple bar chart that shows the number of new customers added during any month within the past calendar year. This will help you to identify your busier months when you added the most customers to your application.
Customer Email List
This report will pull an automatically generated list of email addresses that have been opted in to your mailing list. To change a customers status and remove them from the mailing list simply edit the customer and remove the check mark next to email list, which will remove their email address and information from this report. This report can be downloaded as a csv file, which then can be imported to most email clients, such as MailChimp, etc.
Customer Mailing List
This report allows you to download a list of all of your customers mailing addresses. This will help you to easily generate a mailing list for your business. You can then take the list and use it as a mail merge document to complete mailing labels to quickly and easily send postal mail to all of your customers.
Custom Reports
These reports are custom built for your business. Custom reports are only available to the client that requests them. Custom reports can be built for any client to match your business needs. Open a support ticket at https://getclientl.atlassian.net/servicedesk/customer/portals under 'Feature Requests' and select 'Custom Report Build'. Complete this ticket with as much detail as possible as to your need and we will scope out the project and build the report for you. The cost of a report is $200 USD per hour of development time. Typically, most reports can be completed in 4-6 hours of development time.
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