Description of the functional

System reports provide users with a powerful tool for monitoring, analyzing, and evaluating company performance. Here, you can create, view, and customize reports that offer deep insights into financial metrics, project efficiency, expenses, and other key parameters.

What task does it solve?

Reports in the ITFin system are designed to address key challenges, enabling management and teams to access accurate and up-to-date information about various aspects of company operations.

These reports include:

• Income and expense reports, balance sheets, and cash flow statements.
• Profitability analytics.
• Tracking expenses, time, and resources allocated to projects.
• Evaluation of team and individual employee performance.
• Expense breakdowns by categories, departments, and projects.
• Role-based access control for viewing reports.

These reports provide a comprehensive overview of financial metrics and support strategic planning, efficiency analysis, and informed decision-making.

Access

reports_time_tracking
Enables access to Projects > Tracking Report and Projects > Tracking Summary
reports_cashflow
Grants access to the P&L and Balance Report
reports_income
Grants access to the P&L and Balance Report
reports_account_receivables
Access to the Accounts Receivable Report
reports_salary_changes
Access to the Salary Changes Report
reports_salary_changes_only_for_team
Access to the Salary Changes Report for the user’s team (where the user is marked as the manager). Requires the option to view financial data for the team
reports_employees_attrition
Access to the Employee Attrition Report
reports_resources_utilization
Enables the Resource Utilization Report and allows viewing related data
reports_custom_reports
Access to creating custom reports. Requires access to the custom reports tab to function
reports_team_pnl_report
Enables the P&L for Your Team tab in the Team section
reports_billable_rate
Grants access to the Billable Rate Report
reports_balance_report
Enables the Company > Balance tab for viewing financial reports

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