With Scoro you'll get different kinds of financial and business reports in real time.
| Report type | Description |
| Sent items |
Emails (also invoices, quotes) sent from Scoro with content and attachments. |
| Contacts overview |
Charts of client base categories, groups and client managers. Overview of the past year. |
| Detailed work report |
Report on activities in a selected period. You can use shared resources, activity types and a vast list of filters. |
| Work summary report |
Overview of the events during a month grouped by users, activities, shared resources and projects. |
| Sales activity report |
Report on chosen user's clients, sent quotes and orders on a chosen period. |
| Success report |
Report on sent quotes, orders, invoices and scheduled invoices on a chosen period. |
| Financial summary report |
Report grouped by months on a chosen year with invoice and order sums. The detailed report has several filtering and grouping options - for example clients, tags and products. |
| WIP report |
WIP report can help you effectively manage your project budgets thanks to getting a clear overview of the billable time and project-related costs, both yet to be charged. |
| Margin report |
Report on how much of profit is left after the cost has been calculated |
| Accounting objects report |
Object report on a chosen year grouped by months. The detailed report can be filtered by several filters, such as clients and projects. |
| Budget report |
Report on budgets compared to real time information. Selections for input are expenses, invoices with or without sceduled expenses and invoices, quotes, orders and margin. |
| Supplier report |
Report on the goods purchased from different suppliers. |
| Prepayment balances |
Report on the prepayment balance of clients. |
| Media plan report |
Report on media plan based quotes and invoices. |
| Utilization report | Report on your team's time scheduling. |
| Pipeline report | Report based on the probability percentages set to quotes in different stages of the sales pipeline. The probability percentage is multiplied by the quote sum, as a result the pipeline report creates a simple overview of estimated sales results. |