Skip to main content

Reports Overview

FlowForth provides built-in reports to help you track revenue, forecast income, and prepare tax filings. All reports are accessible from the Reports hub in the main navigation.

Before You Begin​

You need the Organization Admin role to access reports. Regular users do not see the Reports section in the navigation menu.

Available Reports​

FlowForth offers three report types, each serving a different purpose:

Activity Reports​

Forecast upcoming revenue based on scheduled activities. The activity report looks forward in time, showing expected income from activities that are planned or already completed.

  • Revenue forecasting with interactive charts
  • Filter by client and date range
  • Compare forecasted vs. completed revenue

Go to Activity Reports →

Revenue Report​

Analyze revenue you have already earned, from both paid invoices and direct (on-the-spot) payments. The revenue report looks backward, breaking income down by team member, with a separate view of unpaid (sent) invoices.

  • Revenue trends over time (paid vs. unpaid)
  • Per-team-member revenue breakdown
  • Invoice and direct-payment listings with payment status

Go to Revenue Reports →

Invoice Journal​

A detailed tax reporting ledger listing all invoices with full VAT breakdowns. This report is designed for compliance with tax authorities.

  • Paginated invoice listing with VAT details
  • VAT breakdown by rate
  • CSV export for tax filing

Go to Invoice Journal →

Accessing Reports​

  1. Click Reports in the main navigation menu.
  2. The Reports hub displays three cards — one for each report type.
  3. Click a card to open that report.

Common Features​

All reports share several features:

  • Date range filters — Narrow data to a specific time period using presets or custom dates.
  • Chart granularity — Switch between daily, weekly, and monthly data points.
  • Interactive charts — Hover for exact values, click legend items to toggle data series.
  • Real-time filtering — Charts and totals update immediately as you change filters.

What's Next?​

Was this page helpful?