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Finance

Reading the reports and deciding from them

Reports here read the same data your team works in — not a file assembled by hand at month end. Which means they are exactly as true as your daily recording is disciplined.

Steps

  1. Open the Reports module and choose the period you want to read.
  2. Start with revenue and receivables, then drill into a client or a project.
  3. Compare the period with the one before it rather than an absolute figure — the trend matters more than the number.
  4. Leave every review with one written decision as a task with an owner, not a general remark.

Worth knowing

  • If a number looks odd, recording is usually incomplete rather than the report wrong. Check invoices not linked to a project.
  • One report read regularly every month is worth more than ten opened once.

The module this belongs to: Explore Reports

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