> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand reports

> Review completed work, invoice collection, and upcoming planning capacity with the correct scope and definitions.

Use **Reports** to answer three separate questions: what work was completed, what is still owed on issued invoices, and whether upcoming weeks have enough planning coverage and capacity.

## Access and prerequisites

* You need **Read reports** to open **Reports**.
* You also need **Read Planning** to open Planning from its report.
* Invoice reporting begins with issued or sent invoices. Drafts and failed invoice creation are excluded.
* Planning uses work schedules, service time, and planned travel. Missing or incomplete inputs affect the result.

## Choose a report

| View          | Use it to understand                                                                                     | Scope                                                                                                    |
| ------------- | -------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- |
| **Overview**  | Completed value, completed visits, recurring share, customer concentration, and expected recurring value | Selected completion dates and scheduled team members; the current business position remains company-wide |
| **Invoicing** | Open and overdue receivables, due-soon invoices, aging, invoice collection, and net collected amount     | Current receivables are company-wide; collection follows selected invoice dates                          |
| **Planning**  | Demand, coverage, unplanned visits, utilization, travel, and issues for the next four full weeks         | Demand and coverage remain company-wide; utilization and travel follow selected team members             |

Historical ranges use company-local dates, cannot end in the future, and can cover at most 366 days. Presets include the last 30 days, quarter to date, and year to date.

## Read the values correctly

* **Completed value** is the value of active orders completed in the selected scope. It is operational value, not accounting revenue.
* **Expected recurring value** projects active subscription tasks from their cadence. It is not scheduled, invoiced, paid, or guaranteed.
* **Open receivables** use the accounting provider's current remaining invoice balances.
* **Overdue receivables** are open amounts with a due date before today; invoices due today are not overdue.
* **Net collected amount** is successful order payments less refunds. It is separate from provider settlement, which can also reflect accounting adjustments.

<Steps>
  <Step title="Open Reports and choose a view">
    Start with the operational question you need to answer instead of comparing unrelated values across views.
  </Step>

  <Step title="Set the date range">
    Use a preset or enter an inclusive custom range. Overview filters by completion date; Invoicing filters by invoice date.
  </Step>

  <Step title="Choose team members when relevant">
    Member filters affect completed work and selected planning capacity, but they never hide company-wide receivables, demand, or unplanned visits.
  </Step>

  <Step title="Open the source workflow">
    Use **Planning** or [Invoices](/accounting-and-payments/manage-invoices) when a report shows work that needs action.
  </Step>
</Steps>

<Note>
  Reports do not provide CSV export. Use the visible filters and definitions when reconciling the figures with another system.
</Note>