Read the dashboard
Review invoiced, collected, outstanding, overdue and expense totals together with recent activity and available trends.
Choose a report
Open Reports to review sales, payments, outstanding, aging, tax, expenses, profit, customers, items, discounts, credits or payment methods.
Set the date range
Choose today, this week, month, quarter, year or a custom period. Confirm the active company and currency context before comparing totals.
Export the result
Choose PDF for a presentation-ready document or CSV for further analysis. Select a destination folder where supported by the platform.
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