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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, please try the profit and loss and cashflow reports in the reports menu.
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 entered in Easy Expense & Income.
- Expenses (excl. GST) - this includes Expense items from Easy Expense & Income, plus any Wage related expenses from Easy Payslip, or that have been manually entered into the wage categories in Easy Expense & Income
- Profit - this is Income minus Expenses for the period.
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 Invoice income, Non-invoice income and Expenses 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 breakdown of your Expense items from Easy Expense & Income, as well as your Wages and Super expenses.
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 (from Easy Expense & Income)
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.