Reports
Find the right report for time, money, projects and schedules, and export or schedule it.
- Using Avaza reportsFind a report and run it with your own parameters. Then print or export the result from the report viewer.
- Save and share reportsSave a report with its parameters so you don't have to set the same filters each time. You can also share it with your team.
- Schedule reports for email deliveryHave a saved report emailed on a regular schedule as a PDF or Excel file. Send it to yourself or to other people who need it.
- Show your saved report's name as the report titleTurn on Display Saved Report Title to show your saved report's name as the report heading. The name also shows in exports and scheduled emails.
- How to export dataExport any Avaza report to PDF, Excel or Word. Download raw data for a spreadsheet, or save an invoice as a PDF.
- Overview of finance reportsFind the finance report you need, such as what customers owe or your profit and loss. Then follow the link to that report's guide.
- Overview of expense reportsFind the expense report you need, such as spending by category or by person. Then follow the link to that report's guide.
- Timesheet Details reportList every time entry for a date range, with the columns you choose. Use it for payroll and audits, or to show a client the time on an invoice.
- Timesheet Summary reportSee where your team's time went in a date range and how much of it is billable. Find out how much billable work isn't invoiced yet.
- Timesheet Week View reportSee tracked time week by week with a column for each day. Use it to check weekly timesheets or to send a client their weekly hours.
- My Timesheet Details reportList your own time entries for a date range. Keep the report for your records or send it to a client as a PDF.
- Staff Utilisation reportCompare each person's available hours with their scheduled, tracked and billable hours. See who is above or below a utilisation target.
- Task List reportList the tasks in your projects with their status and hours. Use the report to find overdue tasks or to send a client a status report.
- Schedule Details reportList the bookings on your team schedule for any date range. Forecast hours and revenue, or check how each project is staffed.
- Schedule vs Timesheets reportCompare the hours on your team schedule with the hours people logged on their timesheets. Use the report to plan the next schedule better.
- Project Dashboard reportCompare many projects side by side in one report. Find the projects that are over budget or still have work to invoice.
- My Schedule vs Timesheets reportCompare the hours you were booked for on the team schedule with the hours you logged on your timesheets.
- Project Summary reportSee everything about one project on one page in the Project Summary report. Check its budget and see what is left to bill.
- Project Profitability reportCompare a project's budget with the cost of its time and expenses. See the margin, or the hours left in the budget.
- Project Profit Margin Analysis reportCompare a fixed-price deal with what the same hours would earn at your hourly rates. See your profit margin both ways.
- Project Earnings and Remaining Value reportCompare the hours budgeted for each person or category with the time tracked so far. See what is left to invoice and what the remaining hours are worth.
- Fixed Amount Details reportList the fixed amounts on your project tasks. See which ones are invoiced and what is left to invoice.
- Fixed Amount Revenue reportSee how much fixed-price work is due each month, split by project. Find out how much of it is still to invoice.
- Project Budget Analysis reportCompare each project's budget with the time and expenses tracked against it. See which of your projects are going over budget.
- Uninvoiced Items reportSee the billable time and expenses you haven't invoiced yet for each customer. Run the report before you invoice so nothing is missed.
- Estimate List reportList your quotes and estimates with their status and amounts. Find estimates waiting for an answer or not yet invoiced.
- Expense Details reportList your team's expenses one by one. Check a customer's expenses before you invoice them, or get tax amounts for your accountant.
- My Expense Details reportList your own expenses with their receipts and totals. Check what you filed against what you spent, or keep a record.
- Expense Receipts reportSee each expense next to a preview of its receipt. Find expenses with no receipt, or keep copies for your tax records.
- Expenses by Category reportSee how your spending splits across expense categories, such as Travel or Meals. All amounts are in your account currency.
- Expenses by Employee reportSee how much each person has spent and how much has been paid back. All amounts are in your account currency.
- Expense by Customer (Base Currency) reportSee how much your team has spent for each customer. All amounts are in your account currency.
- Why don't the expense amounts on my invoice match the expense reports?Find out why an expense line on an invoice can differ from the expense reports. See which report columns to compare.
- Customer Statement reportSee one customer's invoices, payments and credit notes with a running balance. You can also email the statement to the customer.
- Customer Dashboard reportSee one customer's transactions and projects on one page. Check which work is invoiced and which is still to invoice.
- Invoice Aging reportSee how much each customer owes you and how long their invoices have been overdue. Find out who to follow up with first.
- Invoice Aging Details reportList every unpaid invoice with how many days it's overdue and what's still owed. Use the report to follow up late payments.
- Bill Aging and Bill Aging Details reportsSee how much you owe each supplier and how long their bills have been overdue. Bill Aging Details lists every unpaid bill with its balance.
- Sales by Customer reportSee how much you invoiced each customer over a period. Find your biggest customers and open the invoices behind each total.
- How does Avaza convert customer currency amounts in reports?Reports convert customer currency amounts with the exchange rate saved on each transaction. See where each rate comes from.
- Profit and Loss reportCompare your sales with your costs month by month in the Profit and Loss report. See whether your business made money in a period.
- Revenue by Month reportSee one year of revenue on a single page, month by month and customer by customer. Compare it with your monthly or quarterly revenue goals.
- Tax Summary reportSee how much tax you charged and paid for each tax rate in a period. Use the Tax Summary report to prepare a VAT or GST return.
- Transaction List reportList your invoices and payments for a period with their status and balance. Use it to follow up unpaid invoices or to reconcile payments.
- Transaction Item List reportList the individual lines on your invoices and credit notes. See what you invoiced for each project or service and the margin you made.
- Inventory Item Summary reportSee how much of each inventory item you sold in a period and the margin on each. Open the invoice lines behind an item.
- Invoiced Projects Summary reportSee how much you invoiced for each project in a period. The report lists each invoice with its amount before and after tax.
- Transactions by Month reportSee 12 months of estimates and invoices as charts and tables. Click any amount to see the transactions behind it.
- Bill Item List reportList the individual lines on your supplier bills with the Bill Item List report. See what you spent on each item or what each supplier billed you for.