Reports & Dashboard

Analyze your business performance with comprehensive reports and dashboard analytics. Perfect for small translation businesses with 1-5 team members and datasets under 5,000 contacts. Coming Christmas 2025 with full macOS 26 compatibility!

Dashboard Overview

• Key Metrics: Quick overview of important business metrics
• Recent Activity: Latest projects, contacts, and interactions
• Performance Charts: Visual representation of business data
• Quick Actions: Fast access to common tasks

Report Types

• Financial Reports: Revenue, costs, and profitability analysis
• Invoice Reports: Aging, overdue tracking, paid/unpaid status
• Project Reports: Project status, timelines, and completion rates
• Client Reports: Customer analysis and relationship insights
• Linguist Reports: Translator performance and workload analysis

Customization

• Custom Reports: Create personalized reports for your needs
• Date Ranges: Filter reports by specific time periods
• Export Options: Export reports in various formats (PDF, Excel, CSV)
• Scheduled Reports: Automatically generate and send reports