Reports

You can only manage what you can measure. With Sereni, manage the way your business is run with reporting that breaks down key metrics relating to your sales trends, invoices, projects, expenses and more. Reports are a great way to not only see how you’re doing, but also forecast where you’re going in the future.

Attention

All the charts and statistics displayed in the reports section will use your base currency.

Invoice Report

Your invoice report gives you a comprehensive overview of all invoices you have generated in a given time period.

There are a few options you can change when generating reports;

Date Range - You can set a date range you would like this report to include information within
Customer - You can run Client(s) specific Invoice reports if necessary
Project - Choose to only include project specific invoices
Status - Choose to only include Invoices with specific statuses (such as Not Paid, Fully Paid, Cancelled etc)
Balance - Only display invoices with balances

Expenses Report

The Expense Report breaks down all of your expenses into detail. You can run expenses report by doing the following:

Click on the Reports tab

Select Expenses from the top bar

There are a few options you can change when generating reports;

Date Range - You can set a date range you would like this report to include information within
User - Choose to show expenses created by specific user
Customer - Choose to show expenses for a specific client
Project - You can run reports for a specific project
Billable - Choose to only include billable expenses
Invoiced - Only display billed/unbilled expenses
Category - Only display expenses in a specific category

Payments Report

Your Payments Report breaks out all of the payments you have recorded in Sereni. You can run payments report by doing the following:

Click on the Reports tab

Select Payments from the top bar.

There are a few options you can change when generating reports;

Date Range - You can set a date range you would like this report to include information within
Customer - Choose to show expenses for a specific client
Invoice - Choose to only include payments for an invoice
Project - You can run reports for a specific project
Payment Method - Only display payments received in a specific payment provider

Timesheet Reports

The Timesheet Report is a very helpful way for your business to review how much time is being spent on a given project and by whom. Time Reports show the hours and billable information for each project, task and team member.

You can run time report by doing the following:

Click on the Reports tab

Select Timesheets from the top bar.

There are a few options you can change when generating reports;

Date Range - You can set a date range you would like this report to include information within.
User - Include only those time entries created by a particular user
Project - Choose to show time entries for a specific project
Task - Choose to show time entries for a specific task
Billable - Include only those time entries that are billable or unbillable.