Client Reports – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Tue, 01 Apr 2025 13:35:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Revenue by Client https://zistemo.com/knowledge-base/content/revenue-by-client/ Thu, 31 Dec 2015 15:25:56 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=607 Revenue by Client is a report which displays the all the invoices you’ve billed to your clients. Use this report to get a clear view of the following:

  • the revenue generated by each client;
  • where your business comes from;
  • which clients bring more money;
  • your most valuable collaborators.

Data is grouped per clients and per months. Just go to Reporting  -> Client Reports -> Revenue by Client to get your own customized reports.

Here you can easily get more specific insights and filter data by:

  • total billed amounts per client
  • years
  • clients
  • collected amounts
  • outstanding amounts.

The net revenue amount show not only the net value of the invoices (without tax) but also it does not show expenses (but the fee). So, net revenue = profit – expenses +fee.

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If you want to print the report or export to PDF, Excel or CSV – just click the specific button, and it’s done.
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]]> Statement of Activity https://zistemo.com/knowledge-base/content/invoices-vs-expenses-report/ Wed, 18 May 2016 08:26:09 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=700 If you want to compare all or a part of your invoices and expenses for a specific client or time frame, zistemo has the ‘Statement of Activity’ Report. You can access it by going to ‘Reporting’ ➝ ‘Client reports’➝ ‘Statement of Activity’.

At first, you will get an overview of all invoices and expenses. Furthermore, you can add multiple filters, including:

*Date range – you can pick a predefined one (such as today, this week, this month, this quarter, this year/yesterday, the previous week, previous month, the previous quarter, previous year) or you can custom your own date range;
*Clients – all clients or just a specific client of your choice;
*Invoice status – either all invoices or invoices with a precise status such as a draft, sent, viewed, disputed, paid, overdue, partial;
*Projects;
*Expense status (billed, unbilled, non-billable).

Within seconds, you’ll get a clear financial overview based on your invoices and expenses which will help you make better business decisions.

]]> Mileage Reports https://zistemo.com/knowledge-base/content/mileage-reports/ Wed, 14 Dec 2016 15:47:52 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=1641 There are two mileage reports you can have by using zistemo:

– The Mileage Report 1 (go to: Reporting -> Accounting Reports -> Mileage Report)
– The Mileage Report 2 (path: Reporting -> Client Reports -> Mileage Report)

The Mileage Report 1 (Accounting Reports -> Mileage Report) only shows information about private mileages. By the way, your mileage is Private if you choose this option on the “Mileage” page, as shown below:

The Mileage Report 2 (Client Reports -> Mileage Report) shows information about all mileages. Here you can group info by Member (who created the mileages), Client or Project (to which the mileage is assigned).

Also, you can filter information by date range, clients, projects, mileage status, team members or the compensation – so the report will only feature data related to these parameters.

Next, you can print this report or export as Excel, CSV or PDF files.

 

 

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