Detailed financial report
The detailed financial report is for filtering different financial data, for example, by users, invoices, clients, payment terms and accounting objects, and additionally group in many different ways. You can also use double grouping – by client, then by countries. This allows you to create numerous custom financial reports.
Pick an input, the basis, for the report.
Note! Profit and margin related inputs are available with the Margin feature. Use the Administration panel to change your site plan.
Use filters to compile the report relevant to your needs. Read more on how to use filters in Scoro.
The View button allows you to pick and choose different data columns visible in the report and decide in what order they're displayed.
The financial summary report displays an overview of your company's revenue and summary of all financial documents (including your expenses).
Both the revenue and summary tab display information as a two year comparison by months. Revenue graph shows income.
Clicking on the revenue sum will display the list of invoices with appropriate filters applied, clicking on the expenses sum will display the list of expenses, also filtered.
The summary graph gives an overview of both income and expenses.
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