Reports

The Reports module gives a structured overview of the office's financial data — collection status by client, an overview of all invoices, and analysis of payment delays. Reports generate automatically from the data you enter and export to Excel for further processing or archiving.

Note:  For a visual overview through charts, use the Charts and analytics module.

[ Video guide — insert video or link ]

Note:  If you cannot see this option, you may not have the required permissions. Contact your office administrator.

In this article

• Open reports
• View collection status by client
• View all invoices
• Filter data
• Export a report

Open reports

• In the main menu, click Reports.
• Select the desired report.

The report generates from the currently available data.

[ Screenshot — Report list ]

View collection status by client

The Collection status by client report shows financial obligations and payments received for each client: client name, total invoice amount, amount paid, outstanding balance, delays up to 30 days, delays of 30–90 days, and delays of over 90 days.

[ Screenshot — Collection status ]

View all invoices

The All invoices report shows a consolidated overview: invoice number, client, total amount, amount paid, status, and number of days overdue.

[ Screenshot — All invoices ]

Filter data

Most-used filters: reporting period, client, invoice status, issue date, and due date.

[ Screenshot — Report filters ]

Export a report

• Open the desired report.
• Click Export and select the format.

Lexra generates a document for download, archiving, or sharing.

[ Screenshot — Export report ]