What it answers
Net collected revenue, expenses, net profit, and margin for a period, with monthly trend, revenue by service, and expenses by category.
What's on the page
- Tiles: Net collected revenue, Total expenses, Net profit, Margin, each with the change versus the prior period.
- Revenue vs expenses chart by month, quarter, or year.
- Trend by Month table with revenue, expenses, and profit per period.
- Where revenue comes from (by service) and Where money goes (by expense category), with tables.
- CSV and PDF export; the PDF reconciles to the on-screen totals.
Every report works the same way
Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).
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