.png)
The Reports Dashboard is the home screen of Easy Reports. It's designed to give you high-level overview of how your business is performing. For a more detailed analysis, there are also various reports including Profit & Loss, Balance Sheet and more available in the Reports tab.
To learn more about the Reports section of Easy Reports refer to the help guide Understanding Easy Reports.
The Reports Dashboard shows you all the key metrics of your organisation in one place, with a simple date range filter to let you narrow in on the period of interest. It defaults to showing data from the last twelve months.
Business Summary
The business summary shows for the selected date period:
- Income (excl. GST) - this includes Invoices from Easy Invoicing and any Income manually categorised in Easy Cashflow.
- Expenses (excl. GST) - this includes all Expense categories from Easy Cashflow (which includes any Wage related expenses from Easy Payslip.)
- Profit - this is Income minus Expenses for the period. It's the same value you get from running a Profit & Loss report.
Invoice income can either be counted when the invoice is created (an 'accrual' view) or when the invoice is paid (a 'cash' view). You can switch between Accrual view or Cash view in the top-right — this affects all data on the dashboard. You can learn more about this in the following help article: Accrual View vs Cash View
Income & Expenses
This chart shows a high-level breakdown of Income and Expenses per month over the selected date range.
You can use your mouse to hover over the chart to get a more detailed breakdown.
Expenses Breakdown
This chart shows a monthly breakdown of your Expense categories:
Future Income - Unpaid Invoices
This gives you a quick view of your (expected) future income. It show any overdue invoices, plus any invoices becoming due in the next 7, 14, 30, or 31+ days. You can see more detail of invoices already overdue in the Overdue Invoices report in Easy Invoicing, and details of invoices coming due in the All Invoices report.
Income Summary (Invoice and non-Invoice Income)
This section shows for the selected period:
- the value of invoices issued
- the value of payments received
- the value of other income items (anything manually categorised or journaled into an Income category)
Note that payments received during the period includes all payments received - not only payments for invoices that were also created in the period. For example, an invoice of $1,000 created before the start of the date period selected, which had a payment received during the period, would have the $1,000 included in the Invoices Paid value, but not in the Invoices Issued value.
Note that the Cash/Accrual view selected for the dashboard does not have any effect on this section.