The Reports tab in Manager.io houses various essential financial and operational reports for your business. These reports provide comprehensive insights into your company's performance, financial position, taxation, sales, purchasing, inventory, assets, payroll, and more.
Below is a detailed overview of the available reports grouped by functional categories:
Provides a comprehensive overview of your company's financial performance, detailing revenues, expenses, and profits over a specific period to evaluate its operational efficiency. Learn more
Compares actual financial results against budgeted figures, highlighting variances to support informed financial decision-making. Learn more
Offers insights into the future financial health of your business, predicting revenues, expenses, and anticipated profitability. Learn more
Displays your business's financial position at a specific date, listing assets, liabilities, and equity. Learn more
Summarizes all cash inflows and outflows, tracking liquidity and financial stability over a period. Learn more
Shows movements and adjustments in equity, illustrating how it has evolved over a specific timeframe. Learn more
Lists all tax transactions within the selected period. Learn more
Summarizes tax amounts and balances within a reporting period. Learn more
Outlines how tax payments, refunds, and transactions impact tax balances. Learn more
Summarizes how individual transactions have been categorized against tax codes. Learn more
Details taxable transactions for each customer. Learn more
Summarizes taxable transactions for each supplier. Learn more
Shows an overview of customer transactions and balances during a specified period. Learn more
Provides outstanding invoice balances by customer, aiding collection efforts. Learn more
Offers a full transaction history with individual customers to aid reconciliation. Learn more
Analyzes outstanding customer invoices by age, aiding in debt collection. Learn more
Summarizes total sales for individual inventory items. Learn more
Categorizes sales invoices according to custom-defined fields for focused reporting. Learn more
Details total invoiced amounts per customer. Learn more
Presents transactions and outstanding balances with suppliers. Learn more
Details unpaid supplier invoices, highlighting outstanding payables. Learn more
Provides detailed history of transactions with individual suppliers. Learn more
Breaks down unpaid supplier invoices by age. Learn more
Shows total value of your inventory items to manage associated costs effectively. Learn more
Tracks quantities of inventory items available on hand. Learn more
Breaks down inventory levels across different locations. Learn more
Analyzes profitability by comparing sales prices against inventory costs. Learn more
Provides current price information for inventory items. Learn more
Helps calculate unit costs for inventory items. Learn more
Breaks down payslip earnings, deductions, and contributions per employee and payslip item. Learn more
Shows comprehensive payroll data over a defined period. Learn more
Summarizes employees’ payslip earnings, deductions, and contributions. Learn more
Details all fixed assets, including their costs, depreciation, and book values. Learn more
Calculates depreciation amounts for fixed assets. Learn more
Details intangible asset values, costs, amortization, and current book values. Learn more
Calculates amortization amounts for intangible assets. Learn more
Provides an overview of all recorded expense claims during a designated period. Learn more
Summarizes capital balances and transactions for capital accounts. Learn more
Tracks billable hours for improved invoicing and project cost management. Learn more
Summarizes cash inflows and outflows over a period. Learn more
Offers bank account financial activity summaries over a specific period. Learn more
Lists all ledger account balances, ensuring debits and credits balance. Learn more
Provides detailed financial activity recorded in the general ledger. Learn more
Offers consolidated financial transaction data from the general ledger. Learn more
Identifies transactions not allocated to any division, useful in divisional accounting. Learn more
In addition to standard provided reports, Manager.io allows creating flexible custom reports using Advanced Queries. Create reports based on virtually any stored data, tailored to your business needs. Learn more about Advanced Queries