Holded collects all the data you enter for invoicing, accounting, products and contacts, as well as all the information related to your team and its productivity to create reports in an automated way.
These reports are available from the Reports section within the Analytics area in Holded.
Below are the types of reports available according to their category.
| General | |
| Sales |
Sales, Revenue, Quotes, Pro formas, Sales orders, List issued invoices |
| Purchases |
Purchases, Expenses, Assets, Purchase orders, List invoices received |
| Finances |
Profit and Loss, Balance sheet, Trial balance, Bank In/Out, Ledger |
| Inventory |
Sales cost, Stock, Ongoing stock, Ongoing material value, Last purchase by product |
| Contacts | |
| Productivity | |
| Projects | |
| Tasks | |
| Time records | |
| Forms | |
| CRM | New deals, Sales representatives' performance, New activities, Deals lost per reason |
What can you do in Reports?
Check your sales reports
Visualize your purchases reports
Assess your inventory reports
Analyze your financial reports
Access your contact reports data
Each of the reports allows you to filter by dates and tags so you can export the information you need at any time.