Reporting & audit

See how your business is doing

The Reporting & Audit page gives owners and admins a live picture of your workspace — revenue, outstanding balances, customer growth, and more — alongside a full activity log. See how your business is doing 1. Open Reporting & Audit from the sidebar. 2. The Overview tab shows key metrics: revenue this month, outstanding balances, collection rate, and customers. 3. Charts show your revenue trend, sales (invoiced vs collected), and customer growth over the last 12 months. 4. Invoices and quotes are broken down by status, with your top customers ranked by collected revenue. 5. On any trend, switch the chart type (bar, line, area) or the time range (6 or 12 months). Reporting & Audit is available to workspace owners and admins on paid plans. Tip: Everything works in both Arabic (right-to-left) and English.

Customize your dashboard and export reports

Build the dashboard your way — choose which sections appear, reorder them, and resize them — then export your data to a spreadsheet. Customize your dashboard and export reports 1. On the Overview tab, click Customize (owners only). 2. Drag a section by its handle to reorder it. 3. Use the width control to make a section Small, Medium, Large, or Full. 4. Toggle the eye icon to show or hide a section, or use Reset to return to the default layout. 5. Click Save — your layout is remembered for your workspace. 6. Click Export CSV to download the dashboard data, or open the Audit tab and export your activity log (it respects your filters). Only owners can change the layout; both owners and admins can export. Tip: Set the Audit tab's Source, Type, and Period filters before exporting to get exactly the rows you need.