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Reports
Every report, every client, from your clients folder. Open one with your branding, without opening the app.
0Total reports
0Clients with reportsAcross all suite apps
0Report typesAvailable in the suite
0Latest this monthGenerated across all apps
Income by client
What each client paid and owes, the outstanding invoices and the year-end rollup are on the Financials page.
Profit and loss
QuickBooks' report by month, with Stripe's payments when connected.
Receivables aging
Open invoices by how long they are overdue.
Filters
Find reports by client, app, type, date range or search.
Date range
Clients and their reports
Expand a client to see all reports, grouped by app.