Finance and setup reports

Outcome

You read Unpaid / Overdue / Invoice aging on, scan Freelance margin (including N/A reasons), open Setup health for missing availability and rates, and see Invoicing hub for CRUD: finishing Reports depth with no continue out.

Who it's for

Planner / manager / finance

Prerequisites

• Financial report permissions (VIEW_FINANCIAL / VIEW_ALL) for Invoicing & collections and Freelance margin: otherwise those cards stay hidden
• Company/team reports view for Setup health as shipped
• Continue from Workforce reports when you just finished capacity / OOO

Steps

1. From Reports, Open Invoicing & collections. Set Date range; optionally filter by client when the page offers Select client. Read Unpaid amount, Overdue amount, Invoices (Total in period), and Currency cards. Note Showing invoices from … to … and any Multiple currencies detected notice. Continue from Workforce reports when staffing is already clear.
2. Scroll Invoice aging: buckets Current, 1–30 days overdue, 31–60, 61–90, and 90+ days overdue with Count and Amount. Review Top clients (unpaid), Revenue breakdown by month (pick a client for the Monthly summary), and Invoices (raw list) columns such as Invoice, Client, Status, Invoice date, Due date, Paid, and Amount. See Invoicing hub when you need to create, email, or export invoices: this report is read-only analytics, not CRUD.
3. Open Freelance margin. Set Date range (All time may appear as shipped). Read rows with Project, Client, Revenue, Cost, Margin, Margin %, Shifts, Hours, and Currency. When Margin shows N/A, read Reason: e.g. Missing client, service, or resource rates, No verified shifts in period, or Project has payroll employees; cost unknown. See Resource rates and Client rates to fix gaps before re-checking margin.
4. Open Setup health. This is a snapshot as of today: not driven by the hub date range. Read Resources without availability, Resources without rates, Clients without rates, and Total resources cards; tables list who/what to fix. All good! No missing setup detected is the healthy empty state. See People and availability for weekly schedules, plus rate tutorials above when rates are missing.
5. This finishes the Reports depth cluster: See Reports hub for Favorites and a new shared date range, Operations reports / Workforce reports if you need to re-walk earlier families, and external accounting remains out of scope. Do not treat an export or screenshot as the new source of truth versus live Invoicing and Shifts.