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!
|Emails (also invoices and quotes) sent from Scoro with content and attachments.
|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.
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.
|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 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.
|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.
|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.
|Report on the goods purchased from different suppliers.
|Report on the prepayment balance of clients.
|Media plan report
|Report on media plan based quotes and invoices.
|Report on your team's time scheduling.
|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.