Finance Report

The Finance Report is your agency's financial dashboard. It combines headline figures (earnings, invoices, pending amounts), four charts, and a full transaction log, all filterable by date, project, contact, and status. It is the most detailed report in BusinessHRM and the only one that exports to both CSV and Excel.

Where to find it›Finance Report

Permission required: Your role must have View Finance Report set to All.

Summary cards

At the top of the report, four cards summarize the selected period:

Card	Meaning
Total Earnings	Total payments received in the period.
Total Invoices	Number of invoices in the period.
Pending Amount	Amount still outstanding, with a count of the invoices it covers.
Avg Daily Receipt	Average money received per day, with the number of days.

Charts

Chart	Meaning
Earnings trend	Earnings over time. Toggle between Line and Bar display.
By Project	A doughnut chart splitting earnings across projects.
Monthly Comparison	This year's monthly earnings compared with last year's.
Top Clients	A horizontal bar chart of your highest-earning contacts.

How to filter the Finance Report

Open Reports → Finance Report. By default it shows the current month to today with status Complete.
Choose a View mode: Day, Week, Month, Year, or Custom. This controls how figures are grouped in the charts.
Set the Duration date range.
Optionally filter by Client, Project, and Status.
Use the Search box to find a specific transaction.
Click Apply to run the filters.
Click Clear Filters to reset everything.

Filters

Filter	What it does
View	Groups results by Day / Week / Month / Year / Custom.
Duration	The date range to report on.
Client	Limit to a single contact (shown with the Contacts module).
Project	Limit to a single project.
Status	Complete, Pending, or All. Defaults to Complete.
Search	Free-text search across the transaction log.

Transaction Log

The table at the bottom lists every payment in the selected period.

Column	Meaning
Project	The project the payment relates to.
Invoice #	The invoice number.
Amount	The payment amount.
Amount (currency code)	The same amount converted to your company's default currency.
Paid On	The payment date.
Status	A colored dot for Pending or Complete.

Export

The Finance Report offers two export options:

Export CSV – downloads the transaction log as a .csv file.
Export Excel – downloads it as an .xlsx file.

(Both buttons appear only if your role is allowed to export data.)

Tips

Switch the View to Year and look at Monthly Comparison to spot seasonal trends versus last year.
Set Status = Pending to quickly find money still owed to your agency, and cross-check the Pending Amount card.
Use Top Clients to identify which contacts contribute most of your revenue.