Generating Financial Reports & Analytics in Britixo CRM UK.

📘 Introduction:

Britixo CRM UK simplifies your financial management by providing detailed financial reports and analytics. Quickly access invoice summaries, revenue reports, outstanding balances, and more within your practice management software, enabling informed business decisions and clearer financial oversight.

📈 Step-by-Step: Generate Invoice Reports in Britixo

1. Navigate to the Reports Section

• From the Britixo main menu, select Reports.
  
  

2. Choose Financial Reports

Within the Reports dashboard, select from available financial reporting options such as:

• Invoice Reports
  
  

• Payment Reports
  
  

• Revenue Reports
  
  

3. Customise Your Report

Britixo provides flexible filters for your reports:

• Select date ranges (daily, monthly, quarterly, annually).
  
  

• Choose specific clients or client groups.
  
  

• Filter by invoice status (e.g., paid, overdue, partially paid).
  
  

• Select specific currencies (useful for multi-currency invoicing).
  
  

4. Generate and View Your Report

• Click Generate Report.
  
  

• Britixo instantly produces a clear, detailed report displaying:
  
  

• Total invoiced amounts.
  
  

• Total payments received.
  
  

• Outstanding balances.
  
  

• Payment trends and patterns.
  
  

📊 Exporting Reports

• Easily export your financial reports in PDF or Excel formats.
  
  

• Click the Export button at the top right of your generated report.
  
  

📌 Using Report Data Effectively

• Identify late-paying clients to optimise cash flow.
  
  

• Monitor invoice trends for seasonal revenue fluctuations.
  
  

• Assess financial health with real-time data insights.
  
  

✅ Pro Tips:

• Regularly review financial reports to spot trends early and act swiftly.
  
  

• Use the insights from invoice analytics to improve your invoicing practices.
  
  

• Schedule recurring report generation for consistent financial monitoring.