Reports - مُقترح | Muqtarah

Reports are on the Agency plan. On other plans you see a sample report.

Open Reports in the sidebar and pick a period: 6 months, 12 months, this year, or all time.

Key numbers

Figure	How it’s calculated
Collected	The total of documents with the Paid status.
Pending	The total of documents that are Sent or Accepted.
Acceptance rate	The share of accepted and paid documents among all documents past the draft stage.
Documents	How many documents you have in the period.

Charts

Collected revenue: by month, or by year when you pick “All time”.
Top clients: by the amount collected from them.
Document status and Document types: how your documents break down.

Reports rely on your documents’ statuses. Change the status to Paid whenever you receive a payment, to keep your numbers right.

Currencies

All amounts show in your default currency. Documents in other currencies are converted at the exchange rate, and if an exchange rate for a currency can’t be fetched, its documents are left out of the report.

Export

Click Export CSV to download the period’s documents in a file you can open in Excel or Google Sheets, with each amount and its original currency.