What reporting and analytics features are available for invoices?

Chatref includes a set of ready-to-run reports that cover the most common financial services needs. These reports pull from your invoice data automatically and update as new invoices are created or paid.

• Invoice Summary – total invoiced, collected, and outstanding amounts for any date range.
• Aging Report – breaks down unpaid invoices by due date (0–30, 31–60, 61–90, and 90+ days).
• Tax Summary – aggregates tax collected by rate and jurisdiction, ready for filing.
• Payment Method Breakdown – shows volume by card, ACH, wire, or other methods.
• Customer Statement – a per-client view of all invoices, payments, and credits.

Each report can be filtered by client, date range, status, or invoice type. Export options include CSV and PDF so you can share them with your accountant or team.

When the standard reports don’t fit your exact workflow, the insights engine lets you build custom views of your invoice data. Define your own metrics, group by any field (client, project, service type, location), and save the configuration as a reusable dashboard.

Custom analytics are built on the same real-time data as the standard reports. You can combine invoice fields with payment timestamps, client attributes, and line-item details to create financial reports that match how your business actually operates. No SQL or scripting required - the builder uses a simple drag-and-drop interface.

Common custom views our financial services users set up include revenue by practice area, partner billable breakdowns, and month-over-month collection rate trends.

The insights feature automatically tracks revenue trends so you don’t have to stitch together monthly snapshots manually. Your dashboard shows:

• Monthly Recurring Revenue (MRR) for subscription or retainer-based invoicing.
• Quarterly and Annual Comparisons with percentage change indicators.
• Revenue by Client Cohort to see which relationships are growing or shrinking.
• Forecast Projections based on your historical invoice and payment patterns.

All time-series charts are interactive. Click any data point to drill into the specific invoices that make up that figure. This makes it easy to validate numbers during audits or client reviews.

Every report and custom analytics view can be shared securely. Generate a read-only link for your accountant, schedule recurring email exports to stakeholders, or embed live charts in your internal dashboards. Permissions are set per share link, so you control exactly who sees what.

Exports preserve formatting and calculations. PDF exports are print-ready. CSV exports include all underlying data for further analysis in your own tools.

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What standard reports are included?

Chatref includes an Invoice Summary, Aging Report, Tax Summary, Payment Method Breakdown, and Customer Statement. All are pre-built, update in real time, and can be filtered by client, date range, status, or invoice type.

Can I create custom reports?

Yes. The insights engine includes a drag-and-drop custom report builder. You can define your own metrics, group by any invoice or client field, and save the configuration as a reusable dashboard. No coding is required.

How do I track revenue over time?

Your insights dashboard automatically tracks revenue trends including MRR, quarterly comparisons, client cohort performance, and forecast projections. All charts are interactive and let you drill down into the specific invoices behind any data point.