Understanding Your Financial Reports
TallySpark's reports give you clear insights into your business performance and financial health.
Available Reports
- Revenue Report - Income over time
- Invoice Summary - Invoice status breakdown
- Payment Report - Payments received
- Expense Report - Spending analysis
- Profit & Loss - Revenue vs expenses
- Client Report - Revenue by client
Revenue Report
Understand your income trends:
- View revenue by month, quarter, or year
- Compare to previous periods
- Identify seasonal patterns
- Track growth over time
Invoice Summary
See the status of all invoices:
- Total invoiced amount
- Paid vs outstanding
- Overdue amounts
- Average days to payment
Expense Report
Analyze your spending:
- Expenses by category
- Monthly spending trends
- Largest expense categories
- Year-over-year comparison
Profit & Loss
Calculate your true profit:
- Total revenue
- Total expenses
- Net profit/loss
- Profit margin percentage
Filtering Reports
Customize report views:
- Select date ranges
- Filter by client
- Filter by category
- Compare periods
Exporting Reports
Share or save reports:
- Export to PDF
- Export to CSV/Excel
- Print directly
- Schedule automated reports