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All you need to know about Reporting

What is Reports?

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
  1. Sales
  2. Revenue
  3. Quotes
  4. Pro formas
  5. Sales orders
  6. List issued invoices
Purchases
  1. Purchases
  2. Expenses
  3. Assets
  4. Purchase orders
  5. List invoices received
Finances
  1. Profit and Loss
  2. Balance sheet
  3. Trial balance
  4. Bank In/Out
  5. Ledger
Inventory
  1. Sales cost
  2. Stock
  3. Ongoing stock
  4. Ongoing material value
  5. Last purchase by product
Contacts
  1. Contact's map
Team
Employees
  1. Headcount
  2. Additions
  3. Terminations
  4. Gender distribution
  5. Team distribution
  6. Nationalities
Payrolls
  1. Salary raises
  2. Salary comparison
  3. Compare salary raises by team
  4. Payroll evolution
  5. Payroll cost by team comparation
Absences
  1. Absences
  2. Average absences by employee
  3. Average absences by team
  4. Average absences by workplace
  5. Festive days by workplace
Time tracking
  1. Average hours worked Average hours worked
  2. Hours worked per employee
  3. Overtime per employee
  4. Average overtime
  5. Average clock in/out time
  6. Hours worked report
Productivity
Projects
  1. New projects
  2. Profitability per project
Tasks
  1. New and resolved tasks
  2. Tasks per status
  3. Tasks per type
Time records
  1. Logged hours
Forms
  1. Responses per form
CRM
  1. New deals
  2. Sales representatives performance
  3. New activities
  4. Deals lost per reason

What can you do in Reports?

Check your sales reports

Discover here the data you can assess from the sales report zone

Visualize your purchases reports

Discover here the data you can assess from the purchases report zone

Assess your inventory reports

Discover here the data you can assess from the inventory report zone

Analyze your financial reports

Discover here the data you can assess from the finance report zone

Access your contact reports data

Discover here the data you can assess from the contacts report zone

Each of the reports allows you to filter by dates and tags so you can export the information you need at any time.

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