Features / Reports & Analytics

Reports & Analytics · from the Free plan

Answers from your own data, not guesswork

Reports for leads and conversions, quotations, receivables ageing, project progress, tasks, expenses, inventory valuation, stock movements, asset assignments, label and barcode activity, approval turnaround and upcoming renewals — with date filters and CSV export.

The problem

  • Month-end numbers assembled by hand
  • No view of overdue receivables

How it connects

  • Every module feeds reporting

What you can do

Date filters

Any period.

CSV export

Every report can be exported.

Calculated live

Reports are computed from your actual records — no sample data.

Advanced reports

Additional analytical reports on the Business plan.

Try a free tool first

No signup — see how it feels.

Try every feature free for 7 days

No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.