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Analytics

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End of year reporting
Consider a list of various relevant fields - for example from sales, purchases, banking, P&L and Balance Sheet - that can be dynamically selected to produce a single table report for end of year reporting purposes. See (redacted) example report attached. Note that the field list shown is one example - a list of perhaps 20 fields would be available to choose from, so that the EOY report is useful for a significant number of XBert customers. (All reports listed under Analytics in XBert are available to all XBert customers - they must therefore be designed in a relatively generic way).
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Team Overview Report
A separate report of the Team Overview page which can be exported.
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Reporting of P&L metrics as at points (months) in time.
Currently, XBert Analytics reports P&L and most other metrics as of now. So, net profit for March 2024 is what that figure is today. As at reporting would provide the capability to see what net profit was as at a month end. For example, if today is June 15th, the March 2024 net profit figure could be viewed as it was on 31st March or 30th April (or any other month end within the last 12 calendar months).
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Actual vs Budget Hours per task Reporting
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