Report library
Report library in the menu holds the reports your firm runs, sorted by who runs them:
- Executive: revenue by month, client and office; top clients; backlog by client; revenue, expenses & net income; multiplier; projects at risk.
- Finance: income statement; cash on hand; cash in and out; billed vs collected; overhead rate and utilization by month.
- Accounting: billing (unbilled WIP, what to invoice next), receivables (AR aging summary and by client, open invoices, invoices coming due, how fast each client pays), payables (AP aging, open AP by vendor, bills coming due).
- Project management: project budget status, projects over budget, backlog by project, hours by project and by week, unbilled and AR by project, consultant bills by project.
- People & time: utilization by person and office, hours by person, hours by day and person.
Every report reads live from your ERP and shows only what your ERP access covers. Use Find a report to search by name, including the name it has in your ERP.
Your ERP reports
Every report on your ERP dashboards is in the library too, in the section it belongs to and marked your ERP. When an ERP report is the same as a standard one (for example AR Aging Summary), it's listed once, with its ERP name beside it. The From your ERP tab lists them all by the names your team knows. Any report Dashmor can't show yet is listed at the bottom of that tab.
On a report
Change the period, select the list icon to see every record behind the report, or use Ask about this, Email it on a schedule and Add to a dashboard, which open the chat with the request ready.
From the chat
Ask for any report by name: "Email me the AR aging summary every Monday at 7am", "Send the Open invoices report to Maya now", "Email me the Unbilled Report every Friday" (its ERP name works too). What you set up is listed under Dashmor AI › Automations.