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Reports & Analytics
Access comprehensive reports to track performance, profitability, and team productivity.
Available reports
Revenue Analytics
Track invoiced amounts, collections, and outstanding balances.
Client Profitability
See which clients generate the most revenue.
Team Productivity
Monitor billable hours and utilisation rates.
Task Completion
Track task completion rates and identify bottlenecks.
Tax Compliance
Monitor SARS deadlines and compliance status.
Custom Reports
Build custom reports with filters for any criteria.
Exporting reports
All reports can be exported in multiple formats:
- • PDF - For sharing with clients or stakeholders
- • CSV - For importing into Excel or Google Sheets
- • Email - Schedule automated report delivery