Reports and canvases
Twenty-three ready-made reports, and canvases where you arrange your own: filtered, pivoted and charted.
3 min readUpdated
Reports opens on the library: aging both ways, open invoices, a collections list, customer payment habits, a 13-week cash forecast, cash in and out, sales by customer, item and month, credits and deductions, spend, sales tax, 1099 vendors and what's not in the books yet.
- 1
Open a report
Everything is live: it reflects what's in thruflow right now.
Reports - 2
Filter and group
Add a filter, group by customer, month or status, add totals, switch to a chart.
- 3
Save as canvas
Keep the view, and arrange several reports side by side on one canvas.
Start from scratch with New canvas, then Add report. Canvases can be kept to yourself or shared with your organization.
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Related
- ReportsExport to Excel, CSV or PDFEvery list and report exports with real currency, dates and percents, ready for your accountant.
- ReportsHow the cash forecast worksA 13-week view of money in and out, based on when each customer actually pays.
- Inventory & shippingInventory: products, locations and stockKeep stock in thruflow alongside the orders it's for: on hand, committed to orders and available, per product and per location.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.