Reports

Get a comprehensive pulse on business and plan for future growth using 100+ reports.
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Gain the insights you need to grow

Generate over 100 types of reports to understand the current and future state of your business.

Every report you’ll need

Get detailed analytics on any aspect of your business and gain the insight you need to grow.
A close-up of pill buttons with the titles of commonly generated reports, like Cash/Sales Summary and Year at a Glance

Intuitive design

Every report is meant to be easy to skim, easy to interpret, and easy to act on.
An iPad mockup showing a Report Dashboard, showing an increase in total clients

Generate recurring reports

Keep the right people informed. Set dates to send automated reports to specific team members.
A close-up of a screen that shows you can generate recurring reports as PDF, Excel, or Both on a selected cadence

Special Features

Data Warehouse

Analyze vast amounts of data to uncover insights and make informed decisions.

Tailored Reports

Easy searching and filtering to generate hyper-specific reports.

Recurring Reports

Save time and effort by running specific reports on a recurring basis.

Book a personalized demo

Tell us about your business and get an expert consultation. We partner with you to make the most out of our software from beginning to end.
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