The Finance Report module provides an overview of earnings and financial transactions over a selected period.
Viewing Finance Reports
- Navigate to Reports > Finance Report from the sidebar.
- The report displays Total Earnings along with a graphical representation of financial trends.
- A detailed list of invoices, amounts, payment dates, and statuses is available below.
- Use filters to refine results by client, project, or date range.
Exporting Reports
- Click Export to download the finance report for further analysis.