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.
Customizable summary bar gives you a quick overview of all the metrics related to that specific report that are important to you.
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. The revenue graph shows income.
Clicking on the revenue sum will display the list of invoices with appropriate filters applied, clicking on the bill sum will display the list of bills, also filtered.
The summary graph gives an overview of both income and expenses.
Financial reporting on multiple company accounts
Instead of going back and forth between your company accounts attempting to see the whole picture, effortlessly create custom summarized financial reports based on the data under various company accounts.
Note! Summarized reporting is available in Busines Hub Premium and Ultimate plans.
With summarized financial reporting, Scoro takes all of your companies’ data and sums it up, so you can get a quick overview without switching between different accounts.
Summarized reporting can be used if you are managing multiple company accounts on one Scoro site. You need to be a site administrator to be able to add additional accounts. Administrators can select what accounts are allowed for users, and which of them is their default account.
For example, go to the detailed financial report. If you have access to different company accounts, the company filter is visible in your filter bar.
Select which companies’ data you want to summarize and click Filter.
Note! Summarized financial reporting works in the detailed financial report, summary report and pipeline report. The summarized pipeline report gives you a good overview of all your financial results over multiple company accounts.
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