Reports

Cloudbillz allows you to generate all your financial reports in no time using our advanced reporting system, which allows you to view detailed reports and statistics for the data that you store on Cloudbillz. You can download your reports in PDF format for presentation purposes.

Figure 6.1

Invoice Report

Generate reports for your invoices with our advanced data filtering where you can generate many kinds of report, as you prefer. You can download all your invoices in the report as PDF files separately.

Simply select the filters you need for the Invoice report and click on View Report.

Quotation Report

Generate similar reports for your Quotation reports as well. Cloudbillz ensures the high quality data filtration to generate the best custom made reports which you can download as PDF files.

Simply select the filters you need for the quotation report and click on View Report.

Revenue by client Report

Find out where your businesses are coming from and who are the most valuable clients. Revenue by Client report will provide the total revenue earned from each client either it is the outstanding amounts or total collected payments, all of these options are there to select from.

Select the filters you need for the Revenue by client Report and click on View Report.

Expense Report

Get your total business expenses including tax amounts easily with Expense report and get totals for different expense categories as you preferred. Select the filters you need for the Expense Report and click on View Report.

Profit & Loss Report

A Profit and Loss Report (P&L) is a statement of financial results that provides your total Income and total Expenses in a specific period of time along with your net profit or loss according to your income and expenses. With Cloudbillz this is a hassle free task, use this financial statement to make your business decisions smartly. Simply add the filters you need for the Profit and Loss Report and click on View Report.

Tax Summary Report

Easily generate a tax summary report that will provide you the summary of all types of taxes you have collected with the total values. Also you can get the summary of your tax values you have paid on your expenses. Simply add the filters you need for the Tax Summary Report and click on View Report.

Accounts Aging

In just few clicks find out due income from your clients at a glance, it will give you a detailed report which includes client name/organization, past due dates along with total due amounts. Identify your client’s payment patterns and make necessary actions before it’s too late. Select the necessary filters you need for the Accounts Aging Report and click on View Report.

Payments Collected

Payments collected report will provide you the total amounts you have collected from different clients in a specific period of time, all you have to do is select the client you wish and generate the report by selecting the filters you need for the Payments Collected Report and click on View Report.