Using Financial Summary Reports in Britixo in Practice Management Software or CRM.

Introduction

Financial summary reports in Britixo consolidate all key financial data into one view, helping you make informed business decisions. They provide insights into revenue streams, costs, and overall profitability, making them essential for budget planning and forecasting.

Step-by-Step: Using Financial Summary Reports in Britixo

💼 1. Open the Financial Summary Reports

• Log in to Britixo.
  
  

• Go to Reports → Finance → Financial Summary.
  
  

📊 2. Review Key Financial Metrics

The report typically includes:

• Total Income – from all invoices and payments.
  
  

• Total Expenses – across all categories.
  
  

• Net Profit/Loss – income minus expenses.
  
  

• Outstanding Invoices – unpaid amounts from clients.
  
  

⚙️ 3. Apply Filters

• Select the date range for your report.
  
  

• Filter by department, project, or client if needed.
  
  

📈 4. Analyse Trends

• Compare monthly or quarterly results to previous periods.
  
  

• Identify cost-heavy areas or revenue spikes.
  
  

📤 5. Export the Report

• Click Export to save as Excel, CSV, or PDF.
  
  

• Share with your finance team for deeper analysis.
  
  

💡 Tip: Use financial summary reports alongside expense and income reports for a complete financial picture.