Basics Self-onboarding Product updates Dashboard Projects Calendar Tasks Planner Contacts Customer portal Quotes Orders Invoices Expenses Purchase orders Bills Budgets Marketing News Feed Files Media Reports Administration Integrations Settings Import/Export
Reports Video: Reports Overview of reports Sent items Contacts overview Detailed work report Work – summary report Sales activity report Success report WIP report Pipeline report Financial reports Margin report Accounting objects report Commission report Budget report Supplier report Prepayment balances Utilization report Revenue recognition methods in Scoro Best practices: Most used sales reports in Scoro Best practices: Most used reports for project management
Video: Reports Overview of reports Sent items Contacts overview Detailed work report Work – summary report Sales activity report Success report WIP report Pipeline report Financial reports
Margin report Accounting objects report Commission report Budget report Supplier report Prepayment balances Utilization report Revenue recognition methods in Scoro Best practices: Most used sales reports in Scoro Best practices: Most used reports for project management