Overview of report types – Scoro Help Center

With Scoro, you can generate all types of reports that allow you to assess various aspects of your business. Below you'll find brief descriptions for the types of reports you can find and customize in Scoro. If you want to save time on generating reports, make use of our Reports Library!

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Report type	Description
Sent items	Emails (also invoices and 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.
Revenue report	Get a complete revenue overview with Scoro’s real-time revenue report to confidently plan for the future. The report tracks forecasted and recognized revenue across all your pipeline’s quotes and ongoing projects.
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.